Thrive Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
771
+46
| +6% | +$20.3K | 0.06% | 164 |
|
|
2025
Q1 | $369K | Buy |
725
+107
| +17% | +$54.4K | 0.07% | 140 |
|
|
2024
Q4 | $293K | Sell |
618
-33
| -5% | -$15.6K | 0.05% | 159 |
|
|
2024
Q3 | $320K | Sell |
651
-12
| -2% | -$5.9K | 0.06% | 161 |
|
|
2024
Q2 | $307K | Buy |
663
+62
| +10% | +$28.7K | 0.06% | 158 |
|
|
2024
Q1 | $260K | Buy |
601
+40
| +7% | +$17.3K | 0.05% | 177 |
|
|
2023
Q4 | $240K | Buy |
561
+16
| +3% | +$6.86K | 0.05% | 165 |
|
|
2023
Q3 | $206K | Sell |
545
-10
| -2% | -$3.78K | 0.05% | 162 |
|
|
2023
Q2 | $212K | Buy |
+555
| New | +$212K | 0.05% | 170 |
|