SWC
Spectrum Wealth Counsel’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.9M | Buy |
11,614
+31
| +0.3% | +$15.8K | 0.71% | 45 |
|
|
2024
Q4 | $5.49M | Sell |
11,583
-83
| -0.7% | -$39.3K | 0.65% | 44 |
|
|
2024
Q3 | $5.74M | Sell |
11,666
-49
| -0.4% | -$24.1K | 0.68% | 44 |
|
|
2024
Q2 | $5.43M | Sell |
11,715
-905
| -7% | -$419K | 0.69% | 43 |
|
|
2024
Q1 | $5.45M | Sell |
12,620
-95
| -0.7% | -$41K | 0.67% | 44 |
|
|
2023
Q4 | $5.45M | Buy |
+12,715
| New | +$5.45M | 0.75% | 41 |
|