Prime Capital Investment Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
3,380
-370
| -10% | -$163K | 0.02% | 384 |
|
|
2025
Q1 | $1.91M | Buy |
3,750
+241
| +7% | +$122K | 0.02% | 375 |
|
|
2024
Q4 | $1.66M | Sell |
3,509
-119
| -3% | -$56.4K | 0.02% | 332 |
|
|
2024
Q3 | $1.78M | Buy |
3,628
+140
| +4% | +$68.9K | 0.03% | 329 |
|
|
2024
Q2 | $1.62M | Buy |
3,488
+797
| +30% | +$369K | 0.02% | 341 |
|
|
2024
Q1 | $1.16M | Buy |
+2,691
| New | +$1.16M | 0.02% | 443 |
|
|
2021
Q2 | – | Sell |
-41
| Closed | -$11K | – | 550 |
|
|
2021
Q1 | $11K | Buy |
+41
| New | +$11K | ﹤0.01% | 414 |
|