Richardson 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 | $84.3K | Hold |
185
| – | – | 0.06% | 210 |
|
|
2025
Q1 | $94K | Hold |
185
| – | – | 0.07% | 192 |
|
|
2024
Q4 | $87.8K | Sell |
185
-40
| -18% | -$19K | 0.06% | 202 |
|
|
2024
Q3 | $104K | Hold |
225
| – | – | 0.07% | 197 |
|
|
2024
Q2 | $104K | Sell |
225
-20
| -8% | -$9.27K | 0.08% | 187 |
|
|
2024
Q1 | $106K | Buy |
245
+15
| +7% | +$6.48K | 0.07% | 192 |
|
|
2023
Q4 | $98.5K | Buy |
+230
| New | +$98.5K | 0.09% | 179 |
|