ORG 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 | – | Sell |
-22
| Closed | -$11.3K | – | 1633 |
|
|
2025
Q1 | $11.3K | Buy |
+22
| New | +$11.3K | ﹤0.01% | 779 |
|
|
2024
Q2 | – | Sell |
-71
| Closed | -$30.8K | – | 1845 |
|
|
2024
Q1 | $30.8K | Buy |
+71
| New | +$30.8K | 0.06% | 183 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$9.82K | – | 1373 |
|
|
2023
Q3 | $9.82K | Hold |
26
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $9.86K | Buy |
+26
| New | +$9.86K | ﹤0.01% | 981 |
|