Quantum Private Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
1,038
| – | – | 0.15% | 104 |
|
|
2025
Q1 | $527K | Hold |
1,038
| – | – | 0.2% | 93 |
|
|
2024
Q4 | $492K | Hold |
1,038
| – | – | 0.16% | 108 |
|
|
2024
Q3 | $510K | Hold |
1,038
| – | – | 0.17% | 111 |
|
|
2024
Q2 | $481K | Hold |
1,038
| – | – | 0.17% | 102 |
|
|
2024
Q1 | $448K | Hold |
1,038
| – | – | 0.17% | 116 |
|
|
2023
Q4 | $445K | Hold |
1,038
| – | – | 0.19% | 111 |
|
|
2023
Q3 | $392K | Buy |
1,038
+11
| +1% | +$4.15K | 0.19% | 113 |
|
|
2023
Q2 | $392K | Buy |
1,027
+173
| +20% | +$66K | 0.18% | 119 |
|
|
2023
Q1 | $272K | Hold |
854
| – | – | 0.15% | 143 |
|
|
2022
Q4 | $213K | Buy |
+854
| New | +$213K | 0.13% | 156 |
|