Access Financial Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
3,560
+148
| +4% | +$65.4K | 0.59% | 34 |
|
|
2025
Q1 | $1.73M | Buy |
3,412
+205
| +6% | +$104K | 0.7% | 24 |
|
|
2024
Q4 | $1.52M | Buy |
3,207
+14
| +0.4% | +$6.63K | 0.68% | 37 |
|
|
2024
Q3 | $1.57M | Sell |
3,193
-441
| -12% | -$217K | 0.72% | 34 |
|
|
2024
Q2 | $1.68M | Sell |
3,634
-8
| -0.2% | -$3.71K | 0.77% | 24 |
|
|
2024
Q1 | $1.57M | Buy |
3,642
+319
| +10% | +$138K | 0.7% | 40 |
|
|
2023
Q4 | $1.42M | Sell |
3,323
-594
| -15% | -$255K | 0.73% | 43 |
|
|
2023
Q3 | $1.48M | Sell |
3,917
-12
| -0.3% | -$4.53K | 0.89% | 33 |
|
|
2023
Q2 | $1.5M | Sell |
3,929
-31
| -0.8% | -$11.8K | 0.87% | 33 |
|
|
2023
Q1 | $1.26M | Buy |
3,960
+506
| +15% | +$161K | 0.77% | 39 |
|
|
2022
Q4 | $861K | Buy |
3,454
+351
| +11% | +$87.5K | 0.53% | 58 |
|
|
2022
Q3 | $799K | Sell |
3,103
-954
| -24% | -$246K | 0.52% | 58 |
|
|
2022
Q2 | $969K | Buy |
+4,057
| New | +$969K | 0.55% | 58 |
|