Rise Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Hold |
67
| – | – | 0.01% | 350 |
|
|
2025
Q1 | $34.1K | Sell |
67
-23
| -26% | -$11.7K | 0.02% | 297 |
|
|
2024
Q4 | $42.4K | Buy |
90
+1
| +1% | +$471 | 0.02% | 268 |
|
|
2024
Q3 | $43.8K | Hold |
89
| – | – | 0.02% | 265 |
|
|
2024
Q2 | $41K | Buy |
89
+1
| +1% | +$461 | 0.02% | 272 |
|
|
2024
Q1 | $38K | Buy |
88
+19
| +28% | +$8.21K | 0.02% | 296 |
|
|
2023
Q4 | $29.7K | Buy |
+69
| New | +$29.7K | 0.02% | 215 |
|