Prio Wealth Limited Partnership’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $468K | Buy |
952
+350
| +58% | +$172K | 0.01% | 198 |
|
2024
Q2 | $279K | Hold |
602
| – | – | 0.01% | 224 |
|
2024
Q1 | $260K | Hold |
602
| – | – | 0.01% | 239 |
|
2023
Q4 | $258K | Hold |
602
| – | – | 0.01% | 229 |
|
2023
Q3 | $227K | Hold |
602
| – | – | 0.01% | 236 |
|
2023
Q2 | $230K | Buy |
+602
| New | +$230K | 0.01% | 234 |
|