Smartleaf Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6K | Buy |
203
+14
| +7% | +$6.11K | 0.01% | 908 |
|
|
2025
Q1 | $95K | Buy |
189
+59
| +45% | +$29.6K | 0.01% | 856 |
|
|
2024
Q4 | $61.8K | Buy |
130
+15
| +13% | +$7.13K | 0.01% | 1078 |
|
|
2024
Q3 | $57.1K | Buy |
115
+60
| +109% | +$29.8K | 0.01% | 875 |
|
|
2024
Q2 | $25.4K | Sell |
55
-56
| -50% | -$25.9K | ﹤0.01% | 944 |
|
|
2024
Q1 | $48.2K | Buy |
111
+38
| +52% | +$16.5K | 0.01% | 685 |
|
|
2023
Q4 | $31.3K | Buy |
+73
| New | +$31.3K | 0.01% | 606 |
|