Prospera 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 | $10.7M | Buy |
24,186
+23,273
| +2,549% | +$10.3M | 0.2% | 114 |
|
|
2025
Q1 | $464K | Buy |
913
+2
| +0.2% | +$1.02K | 0.01% | 806 |
|
|
2024
Q4 | $432K | Hold |
911
| – | – | 0.01% | 793 |
|
|
2024
Q3 | $448K | Sell |
911
-6
| -0.7% | -$2.95K | 0.01% | 762 |
|
|
2024
Q2 | $425K | Sell |
917
-17
| -2% | -$7.89K | 0.01% | 770 |
|
|
2024
Q1 | $404K | Buy |
+934
| New | +$404K | 0.01% | 779 |
|
|
2022
Q3 | – | Sell |
-201
| Closed | -$48K | – | 1595 |
|
|
2022
Q2 | $48K | Buy |
201
+4
| +2% | +$955 | ﹤0.01% | 1037 |
|
|
2022
Q1 | $60K | Buy |
+197
| New | +$60K | ﹤0.01% | 1291 |
|
|
2020
Q4 | – | Sell |
-19
| Closed | -$5K | – | 1590 |
|
|
2020
Q3 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 1304 |
|