TPA
Trivium Point Advisory’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
939
-49
| -5% | -$21.6K | 0.05% | 253 |
|
|
2025
Q1 | $502K | Sell |
988
-85
| -8% | -$43.2K | 0.06% | 227 |
|
|
2024
Q4 | $508K | Buy |
1,073
+10
| +0.9% | +$4.74K | 0.06% | 222 |
|
|
2024
Q3 | $577K | Sell |
1,063
-56
| -5% | -$30.4K | 0.08% | 210 |
|
|
2024
Q2 | $518K | Sell |
1,119
-5
| -0.4% | -$2.32K | 0.08% | 208 |
|
|
2024
Q1 | $486K | Sell |
1,124
-35
| -3% | -$15.1K | 0.1% | 159 |
|
|
2023
Q4 | $497K | Buy |
+1,159
| New | +$497K | 0.12% | 145 |
|