West Branch 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 | $18.1K | Sell |
41
-22
| -35% | -$9.72K | 0.01% | 214 |
|
|
2025
Q1 | $32K | Hold |
63
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $29.9K | Hold |
63
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $31.1K | Hold |
63
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $29.2K | Hold |
63
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $27.2K | Hold |
63
| – | – | 0.01% | 207 |
|
|
2023
Q4 | $27K | Hold |
63
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $23.8K | Hold |
63
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $24K | Hold |
63
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $20K | Hold |
63
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $15.7K | Hold |
63
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $16K | Hold |
63
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $15K | Hold |
63
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $19K | Hold |
63
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $20K | Hold |
63
| – | – | 0.01% | 266 |
|
|
2021
Q3 | $17K | Hold |
63
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $18K | Buy |
+63
| New | +$18K | 0.01% | 258 |
|