Trueblood Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
4,157
+163
| +4% | +$72K | 0.77% | 29 |
|
|
2025
Q1 | $2.03M | Buy |
3,994
+211
| +6% | +$107K | 0.94% | 18 |
|
|
2024
Q4 | $1.79M | Buy |
3,783
+103
| +3% | +$48.8K | 0.88% | 20 |
|
|
2024
Q3 | $1.81M | Buy |
3,680
+38
| +1% | +$18.7K | 0.91% | 21 |
|
|
2024
Q2 | $1.69M | Buy |
3,642
+39
| +1% | +$18.1K | 0.95% | 21 |
|
|
2024
Q1 | $1.56M | Buy |
3,603
+32
| +0.9% | +$13.8K | 0.89% | 23 |
|
|
2023
Q4 | $1.53M | Buy |
+3,571
| New | +$1.53M | 0.96% | 20 |
|