Prospect Financial Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
550
-10
| -2% | -$4.42K | 0.15% | 85 |
|
|
2025
Q1 | $285K | Hold |
560
| – | – | 0.16% | 90 |
|
|
2024
Q4 | $265K | Sell |
560
-10
| -2% | -$4.74K | 0.14% | 93 |
|
|
2024
Q3 | $280K | Buy |
570
+20
| +4% | +$9.84K | 0.17% | 80 |
|
|
2024
Q2 | $255K | Buy |
550
+5
| +0.9% | +$2.32K | 0.2% | 65 |
|
|
2024
Q1 | $235K | Sell |
545
-15
| -3% | -$6.48K | 0.19% | 66 |
|
|
2023
Q4 | $240K | Buy |
+560
| New | +$240K | 0.24% | 62 |
|