World Equity Group’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-738
Closed -$350K 385
2024
Q4
$350K Buy
+738
New +$350K 0.08% 241
2023
Q2
Sell
-17,040
Closed -$1.85M 578
2023
Q1
$1.85M Buy
+17,040
New +$1.85M 0.28% 91