Mutual Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
886
-14
| -2% | -$6.86K | 0.01% | 846 |
|
|
2025
Q1 | $410K | Buy |
900
+45
| +5% | +$20.5K | 0.01% | 793 |
|
|
2024
Q4 | $420K | Buy |
855
+114
| +15% | +$56K | 0.01% | 769 |
|
|
2024
Q3 | $355K | Buy |
741
+63
| +9% | +$30.1K | 0.01% | 827 |
|
|
2024
Q2 | $341K | Sell |
678
-5
| -0.7% | -$2.52K | 0.01% | 837 |
|
|
2024
Q1 | $295K | Sell |
683
-252
| -27% | -$109K | 0.01% | 874 |
|
|
2023
Q4 | $401K | Buy |
935
+240
| +35% | +$103K | 0.01% | 716 |
|
|
2023
Q3 | $263K | Buy |
+695
| New | +$263K | 0.01% | 824 |
|