Rakuten Investment Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$482K Buy
+961
New +$482K ﹤0.01% 577
2024
Q3
$315K Buy
636
+169
+36% +$83.8K ﹤0.01% 465
2024
Q2
$216K Buy
467
+174
+59% +$80.4K ﹤0.01% 460
2024
Q1
$127K Buy
293
+269
+1,121% +$116K ﹤0.01% 465
2023
Q4
$10.3K Buy
+24
New +$10.3K ﹤0.01% 471