Thurston Springer Miller Herd & Titak’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Hold
923
0.05% 267
2025
Q1
$469K Buy
923
+59
+7% +$30K 0.08% 200
2024
Q4
$409K Hold
864
0.08% 197
2024
Q3
$425K Hold
864
0.12% 175
2024
Q2
$400K Buy
+864
New +$400K 0.12% 161