Waterloo Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
876
-35
| -4% | -$15.5K | 0.03% | 312 |
|
|
2025
Q1 | $463K | Buy |
911
+169
| +23% | +$85.9K | 0.04% | 256 |
|
|
2024
Q4 | $352K | Sell |
742
-75
| -9% | -$35.6K | 0.04% | 278 |
|
|
2024
Q3 | $402K | Buy |
817
+152
| +23% | +$74.8K | 0.04% | 271 |
|
|
2024
Q2 | $308K | Buy |
+665
| New | +$308K | 0.04% | 288 |
|