Private Wealth Management 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 | $7.07K | Sell |
16
-8
| -33% | -$3.53K | ﹤0.01% | 616 |
|
|
2025
Q1 | $12.2K | Hold |
24
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $11.4K | Hold |
24
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $11.8K | Hold |
24
| – | – | ﹤0.01% | 411 |
|
|
2024
Q2 | $11.1K | Buy |
24
+14
| +140% | +$6.49K | ﹤0.01% | 413 |
|
|
2024
Q1 | $4.32K | Hold |
10
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $4.29K | Buy |
+10
| New | +$4.29K | ﹤0.01% | 687 |
|