Summit Financial’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 |
-551
| Closed | -$280K | – | 836 |
|
|
2025
Q1 | $280K | Sell |
551
-159
| -22% | -$80.8K | 0.01% | 623 |
|
|
2024
Q4 | $336K | Buy |
710
+211
| +42% | +$99.9K | 0.01% | 515 |
|
|
2024
Q3 | $245K | Buy |
499
+64
| +15% | +$31.5K | 0.01% | 487 |
|
|
2024
Q2 | $202K | Buy |
+435
| New | +$202K | 0.01% | 476 |
|