Phillips Wealth Planners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
679
-1
| -0.1% | -$459 | 0.28% | 126 |
|
|
2025
Q1 | $346K | Buy |
680
+2
| +0.3% | +$1.02K | 0.37% | 93 |
|
|
2024
Q4 | $315K | Sell |
678
-137
| -17% | -$63.6K | 0.31% | 111 |
|
|
2024
Q3 | $403K | Sell |
815
-82
| -9% | -$40.5K | 0.39% | 90 |
|
|
2024
Q2 | $436K | Sell |
897
-152
| -14% | -$73.9K | 0.46% | 76 |
|
|
2024
Q1 | $434K | Buy |
1,049
+36
| +4% | +$14.9K | 0.5% | 72 |
|
|
2023
Q4 | $398K | Sell |
1,013
-320
| -24% | -$126K | 0.48% | 70 |
|
|
2023
Q3 | $472K | Buy |
1,333
+8
| +0.6% | +$2.83K | 0.64% | 53 |
|
|
2023
Q2 | $506K | Buy |
1,325
+59
| +5% | +$22.5K | 0.66% | 50 |
|
|
2023
Q1 | $437K | Buy |
1,266
+35
| +3% | +$12.1K | 0.58% | 58 |
|
|
2022
Q4 | $368K | Buy |
+1,231
| New | +$368K | 0.64% | 57 |
|