Perfromance 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 | $215K | Sell |
487
-1,040
| -68% | -$459K | 0.01% | 176 |
|
|
2025
Q1 | $776K | Hold |
1,527
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $724K | Buy |
1,527
+96
| +7% | +$45.5K | 0.02% | 79 |
|
|
2024
Q3 | $704K | Buy |
1,431
+101
| +8% | +$49.7K | 0.02% | 80 |
|
|
2024
Q2 | $616K | Hold |
1,330
| – | – | 0.02% | 76 |
|
|
2024
Q1 | $575K | Buy |
1,330
+5
| +0.4% | +$2.16K | 0.02% | 86 |
|
|
2023
Q4 | $568K | Sell |
1,325
-135
| -9% | -$57.8K | 0.02% | 97 |
|
|
2023
Q3 | $551K | Hold |
1,460
| – | – | 0.03% | 98 |
|
|
2023
Q2 | $552K | Sell |
1,460
-5
| -0.3% | -$1.89K | 0.03% | 105 |
|
|
2023
Q1 | $466K | Buy |
+1,465
| New | +$466K | 0.02% | 116 |
|