Thoroughbred Financial Services’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 |
-1,187
| Closed | -$603K | – | 713 |
|
|
2025
Q1 | $603K | Sell |
1,187
-13
| -1% | -$6.6K | 0.04% | 380 |
|
|
2024
Q4 | $569K | Sell |
1,200
-146
| -11% | -$69.2K | 0.03% | 376 |
|
|
2024
Q3 | $662K | Sell |
1,346
-73
| -5% | -$35.9K | 0.04% | 352 |
|
|
2024
Q2 | $657K | Buy |
+1,419
| New | +$657K | 0.04% | 334 |
|
|
2024
Q1 | – | Sell |
-1,584
| Closed | -$679K | – | 617 |
|
|
2023
Q4 | $679K | Sell |
1,584
-331
| -17% | -$142K | 0.05% | 312 |
|
|
2023
Q3 | $723K | Buy |
+1,915
| New | +$723K | 0.07% | 273 |
|