AR
Advisory Research’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-906
| Closed | -$445K | – | 164 |
|
|
2024
Q3 | $445K | Sell |
906
-4,240
| -82% | -$2.08M | 0.08% | 139 |
|
|
2024
Q2 | $2.38M | Sell |
5,146
-17,725
| -77% | -$8.21M | 0.45% | 52 |
|
|
2024
Q1 | $9.88M | Buy |
22,871
+14,484
| +173% | +$6.26M | 1.96% | 18 |
|
|
2023
Q4 | $3.59M | Buy |
8,387
+894
| +12% | +$383K | 0.55% | 41 |
|
|
2023
Q3 | $2.83M | Buy |
7,493
+47
| +0.6% | +$17.8K | 0.39% | 68 |
|
|
2023
Q2 | $2.84M | Buy |
+7,446
| New | +$2.84M | 0.36% | 79 |
|