Portside Wealth Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
3,014
-30
| -1% | -$13.2K | 0.2% | 114 |
|
|
2025
Q1 | $1.55M | Buy |
3,044
+138
| +5% | +$70.1K | 0.25% | 94 |
|
|
2024
Q4 | $1.38M | Buy |
2,906
+80
| +3% | +$37.9K | 0.23% | 97 |
|
|
2024
Q3 | $1.39M | Buy |
2,826
+5
| +0.2% | +$2.46K | 0.24% | 98 |
|
|
2024
Q2 | $1.31M | Sell |
2,821
-112
| -4% | -$51.9K | 0.25% | 97 |
|
|
2024
Q1 | $1.27M | Sell |
2,933
-63
| -2% | -$27.2K | 0.23% | 101 |
|
|
2023
Q4 | $1.28M | Sell |
2,996
-346
| -10% | -$148K | 0.24% | 103 |
|
|
2023
Q3 | $1.27M | Buy |
3,342
+63
| +2% | +$23.8K | 0.24% | 102 |
|
|
2023
Q2 | $1.25M | Buy |
+3,279
| New | +$1.25M | 0.23% | 103 |
|