Dividend Growth Portfolio WSO Holdings History
Dividend Growth Portfolio's Watsco Inc Holding Summary
As of 2025-03-31, Dividend Growth Portfolio held 3,260.00 shares of Watsco Inc(WSO), totaling $1.66 Mil. This investment constitutes 0.99% of their stock portfolio, and Dividend Growth Portfolio now holds 0.01% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2024Q4. And since then Dividend Growth Portfolio has made 1 purchases of WSO, at an average price of $506.62, for a total of 3,480.00 shares. In addition, there have been 1 sales at an average price of $492.90 for 220.00 shares. Based on historical transaction data and WSO's current price of $436.50, Dividend Growth Portfolio's estimated gain on his WSO holdings is $-231,609.60, reflecting a -13.14% gain to date.
Dividend Growth Portfolio WSO ($436.50) Holding Chart
Dividend Growth Portfolio WSO ($436.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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