Tower Wealth Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
502
+10
| +2% | +$4.42K | 0.13% | 80 |
|
|
2025
Q1 | $250K | Buy |
492
+10
| +2% | +$5.08K | 0.13% | 67 |
|
|
2024
Q4 | $228K | Hold |
482
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $237K | Sell |
482
-1
| -0.2% | -$492 | 0.14% | 62 |
|
|
2024
Q2 | $224K | Hold |
483
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $209K | Sell |
483
-19
| -4% | -$8.21K | 0.14% | 58 |
|
|
2023
Q4 | $215K | Buy |
+502
| New | +$215K | 0.15% | 53 |
|