Achmea Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Sell |
15,722
-2,227
| -12% | -$983K | 0.09% | 197 |
|
|
2025
Q1 | $9.12M | Buy |
17,949
+3,871
| +27% | +$1.97M | 0.13% | 171 |
|
|
2024
Q4 | $6.67M | Sell |
14,078
-1,460
| -9% | -$692K | 0.11% | 192 |
|
|
2024
Q3 | $7.64M | Sell |
15,538
-5,584
| -26% | -$2.75M | 0.13% | 180 |
|
|
2024
Q2 | $9.79M | Sell |
21,122
-17,191
| -45% | -$7.96M | 0.18% | 142 |
|
|
2024
Q1 | $16.6M | Hold |
38,313
| – | – | 0.32% | 79 |
|
|
2023
Q4 | $16.4M | Sell |
38,313
-5,109
| -12% | -$2.19M | 0.34% | 74 |
|
|
2023
Q3 | $16.4M | Buy |
43,422
+34,135
| +368% | +$12.9M | 0.36% | 71 |
|
|
2023
Q2 | $3.54M | Buy |
+9,287
| New | +$3.54M | 0.07% | 262 |
|