TI
TrueMark Investments’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
+11,633
| New | +$5.14M | 1.11% | 21 |
|
|
2025
Q1 | – | Sell |
-5,231
| Closed | -$2.48M | – | 263 |
|
|
2024
Q4 | $2.48M | Buy |
5,231
+3,524
| +206% | +$1.67M | 0.79% | 53 |
|
|
2024
Q3 | $840K | Buy |
1,707
+933
| +121% | +$459K | 0.27% | 91 |
|
|
2024
Q2 | $359K | Buy |
+774
| New | +$359K | 0.12% | 153 |
|