Obermeyer Wealth Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
5,484
+41
| +0.8% | +$18.1K | 0.12% | 65 |
|
|
2025
Q1 | $2.77M | Sell |
5,443
-7
| -0.1% | -$3.56K | 0.15% | 58 |
|
|
2024
Q4 | $2.58M | Buy |
5,450
+73
| +1% | +$34.6K | 0.13% | 62 |
|
|
2024
Q3 | $2.64M | Buy |
5,377
+24
| +0.4% | +$11.8K | 0.14% | 60 |
|
|
2024
Q2 | $2.48M | Buy |
+5,353
| New | +$2.48M | 0.14% | 60 |
|