Tidal Investments’s Watsco WSO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
666
-294
-31% -$130K ﹤0.01% 1598
2025
Q1
$488K Buy
960
+12
+1% +$6.1K ﹤0.01% 1311
2024
Q4
$449K Sell
948
-1,321
-58% -$626K ﹤0.01% 1403
2024
Q3
$1.12M Buy
2,269
+69
+3% +$33.9K 0.01% 916
2024
Q2
$1.02M Buy
2,200
+1,704
+344% +$789K 0.01% 870
2024
Q1
$214K Buy
+496
New +$214K ﹤0.01% 1521
2023
Q4
Sell
-2,382
Closed -$900K 1519
2023
Q3
$900K Buy
2,382
+121
+5% +$45.7K 0.03% 585
2023
Q2
$863K Buy
2,261
+1,445
+177% +$552K 0.03% 587
2023
Q1
$260K Buy
+816
New +$260K 0.01% 1077