True Wealth Design’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77K | Sell |
4
-2
| -33% | -$884 | ﹤0.01% | 1231 |
|
|
2025
Q1 | $3.05K | Buy |
6
+3
| +100% | +$1.53K | ﹤0.01% | 852 |
|
|
2024
Q4 | $1.42K | Hold |
3
| – | – | ﹤0.01% | 824 |
|
|
2024
Q3 | $1.48K | Hold |
3
| – | – | ﹤0.01% | 868 |
|
|
2024
Q2 | $1.39K | Buy |
3
+1
| +50% | +$463 | ﹤0.01% | 440 |
|
|
2024
Q1 | $864 | Buy |
2
+1
| +100% | +$432 | ﹤0.01% | 498 |
|
|
2023
Q4 | $429 | Hold |
1
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $378 | Hold |
1
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $382 | Hold |
1
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $319 | Hold |
1
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $249 | Buy |
+1
| New | +$249 | ﹤0.01% | 623 |
|