Siemens Fonds Invest’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
916
+83
| +10% | +$36.7K | 0.02% | 341 |
|
|
2025
Q1 | $423K | Sell |
833
-728
| -47% | -$370K | 0.03% | 304 |
|
|
2024
Q4 | $741K | Buy |
1,561
+230
| +17% | +$109K | 0.05% | 243 |
|
|
2024
Q3 | $256K | Buy |
1,331
+340
| +34% | +$65.4K | 0.02% | 386 |
|
|
2024
Q2 | $459K | Hold |
991
| – | – | 0.03% | 289 |
|
|
2024
Q1 | $428K | Buy |
+991
| New | +$428K | 0.03% | 314 |
|