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Richardson Financial Services’s Watsco Inc WSO Stock Holding History

Richardson 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
2026
Q1 		$58.2K Sell
160
-5
-3% -$1.94K 0.04% 279
2025
Q4 		$55.6K Sell
165
-10
-6% -$3.57K 0.02% 287
2025
Q3 		$70.8K Sell
175
-10
-5% -$4.28K 0.04% 246
2025
Q2 		$84.3K Hold
185
– – 0.06% 210
2025
Q1 		$94K Hold
185
– – 0.07% 192
2024
Q4 		$87.8K Sell
185
-40
-18% -$20.3K 0.06% 202
2024
Q3 		$104K Hold
225
– – 0.07% 197
2024
Q2 		$104K Sell
225
-20
-8% -$9.14K 0.08% 187
2024
Q1 		$106K Buy
245
+15
+7% +$6.03K 0.07% 192
2023
Q4 		$98.5K Buy
+230
New +$89.1K 0.09% 179

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