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Prospect Financial Services’s Watsco Inc WSO Stock Holding History

Prospect Financial Services’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-550
Closed -$222K – 113
2025
Q3 		$222K Hold
550
– – 0.13% 93
2025
Q2 		$243K Sell
550
-10
-2% -$4.64K 0.15% 85
2025
Q1 		$285K Hold
560
– – 0.16% 90
2024
Q4 		$265K Sell
560
-10
-2% -$5.06K 0.15% 94
2024
Q3 		$280K Buy
570
+20
+4% +$9.61K 0.17% 81
2024
Q2 		$255K Buy
550
+5
+0.9% +$2.29K 0.2% 65
2024
Q1 		$235K Sell
545
-15
-3% -$6.03K 0.19% 66
2023
Q4 		$240K Buy
+560
New +$217K 0.24% 62

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