TritonPoint Wealth’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 |
-461
| Closed | -$234K | – | 358 |
|
|
2025
Q1 | $234K | Sell |
461
-1
| -0.2% | -$508 | 0.02% | 317 |
|
|
2024
Q4 | $219K | Hold |
462
| – | – | 0.02% | 318 |
|
|
2024
Q3 | $229K | Sell |
462
-30
| -6% | -$14.9K | 0.02% | 308 |
|
|
2024
Q2 | $228K | Sell |
492
-121
| -20% | -$56.1K | 0.02% | 297 |
|
|
2024
Q1 | $276K | Sell |
613
-31
| -5% | -$14K | 0.03% | 272 |
|
|
2023
Q4 | $276K | Buy |
+644
| New | +$276K | 0.03% | 279 |
|