Aigen 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 | $1.47M | Buy |
3,322
+2,536
| +323% | +$1.12M | 0.2% | 156 |
|
|
2025
Q1 | $400K | Buy |
786
+286
| +57% | +$145K | 0.06% | 408 |
|
|
2024
Q4 | $237K | Sell |
500
-635
| -56% | -$301K | 0.04% | 556 |
|
|
2024
Q3 | $558K | Buy |
+1,135
| New | +$558K | 0.11% | 286 |
|
|
2022
Q4 | – | Sell |
-1,722
| Closed | -$443K | – | 810 |
|
|
2022
Q3 | $443K | Sell |
1,722
-1,452
| -46% | -$374K | 0.06% | 329 |
|
|
2022
Q2 | $758K | Sell |
3,174
-18
| -0.6% | -$4.3K | 0.13% | 222 |
|
|
2022
Q1 | $972K | Buy |
3,192
+2,255
| +241% | +$687K | 0.17% | 167 |
|
|
2021
Q4 | $289K | Buy |
+937
| New | +$289K | 0.02% | 812 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 1606 |
|
|
2019
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1093 |
|