Principal Securities’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
386
+13
| +3% | +$5.74K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $177K | Hold |
373
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q4 | $177K | Buy |
373
+24
| +7% | +$11.4K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $172K | Buy |
349
+39
| +13% | +$19.2K | ﹤0.01% | 1163 |
|
|
2024
Q2 | $144K | Sell |
310
-52
| -14% | -$24.1K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $156K | Buy |
362
+8
| +2% | +$3.46K | ﹤0.01% | 1118 |
|
|
2023
Q4 | $152K | Buy |
+354
| New | +$152K | 0.01% | 1018 |
|