Rodgers Brothers’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-436
| Closed | -$222K | – | 247 |
|
|
2025
Q1 | $222K | Buy |
436
+10
| +2% | +$5.08K | 0.03% | 219 |
|
|
2024
Q4 | $202K | Sell |
426
-7
| -2% | -$3.32K | 0.03% | 228 |
|
|
2024
Q3 | $213K | Hold |
433
| – | – | 0.03% | 228 |
|
|
2024
Q2 | $201K | Buy |
+433
| New | +$201K | 0.03% | 233 |
|