Amalgamated Bank’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.09M | Sell |
16,061
-238
| -1% | -$105K | 0.05% | 274 |
|
|
2025
Q1 | $8.29M | Sell |
16,299
-695
| -4% | -$353K | 0.07% | 221 |
|
|
2024
Q4 | $8.05M | Sell |
16,994
-134
| -0.8% | -$63.5K | 0.07% | 229 |
|
|
2024
Q3 | $8.43M | Buy |
17,128
+809
| +5% | +$398K | 0.07% | 225 |
|
|
2024
Q2 | $7.56M | Sell |
16,319
-1,003
| -6% | -$465K | 0.06% | 253 |
|
|
2024
Q1 | $7.48M | Sell |
17,322
-6,304
| -27% | -$2.72M | 0.06% | 285 |
|
|
2023
Q4 | $10.1M | Buy |
23,626
+79
| +0.3% | +$33.8K | 0.08% | 204 |
|
|
2023
Q3 | $8.89M | Sell |
23,547
-76
| -0.3% | -$28.7K | 0.08% | 234 |
|
|
2023
Q2 | $9.01M | Sell |
23,623
-610
| -3% | -$233K | 0.07% | 235 |
|
|
2023
Q1 | $7.71M | Sell |
24,233
-2,696
| -10% | -$858K | 0.07% | 264 |
|
|
2022
Q4 | $6.72M | Buy |
26,929
+1,615
| +6% | +$403K | 0.06% | 318 |
|
|
2022
Q3 | $6.52M | Buy |
25,314
+709
| +3% | +$183K | 0.06% | 285 |
|
|
2022
Q2 | $5.88M | Buy |
24,605
+859
| +4% | +$205K | 0.05% | 328 |
|
|
2022
Q1 | $7.23M | Sell |
23,746
-831
| -3% | -$253K | 0.06% | 315 |
|
|
2021
Q4 | $7.69M | Sell |
24,577
-348
| -1% | -$109K | 0.06% | 318 |
|
|
2021
Q3 | $6.6M | Sell |
24,925
-2,399
| -9% | -$635K | 0.06% | 352 |
|
|
2021
Q2 | $7.83M | Buy |
27,324
+23,255
| +572% | +$6.67M | 0.06% | 307 |
|
|
2021
Q1 | $1.06M | Sell |
4,069
-268
| -6% | -$69.9K | 0.04% | 520 |
|
|
2020
Q4 | $983K | Buy |
4,337
+12
| +0.3% | +$2.72K | 0.04% | 552 |
|
|
2020
Q3 | $1.01M | Sell |
4,325
-20
| -0.5% | -$4.66K | 0.04% | 445 |
|
|
2020
Q2 | $772K | Sell |
4,345
-2,940
| -40% | -$522K | 0.04% | 550 |
|
|
2020
Q1 | $1.15M | Sell |
7,285
-140
| -2% | -$22.1K | 0.03% | 559 |
|
|
2019
Q4 | $1.34M | Buy |
7,425
+802
| +12% | +$145K | 0.02% | 683 |
|
|
2019
Q3 | $1.12M | Sell |
6,623
-96
| -1% | -$16.2K | 0.02% | 702 |
|
|
2019
Q2 | $1.1M | Sell |
6,719
-616
| -8% | -$101K | 0.03% | 718 |
|
|
2019
Q1 | $1.05M | Buy |
7,335
+107
| +1% | +$15.3K | 0.03% | 689 |
|
|
2018
Q4 | $1.01M | Buy |
7,228
+2,201
| +44% | +$306K | 0.03% | 643 |
|
|
2018
Q3 | $895K | Sell |
5,027
-2,470
| -33% | -$440K | 0.02% | 733 |
|
|
2018
Q2 | $1.34M | Buy |
7,497
+708
| +10% | +$126K | 0.03% | 598 |
|
|
2018
Q1 | $1.23M | Buy |
6,789
+424
| +7% | +$76.8K | 0.03% | 597 |
|
|
2017
Q4 | $1.08M | Buy |
6,365
+338
| +6% | +$57.5K | 0.03% | 678 |
|
|
2017
Q3 | $971K | Sell |
6,027
-84
| -1% | -$13.5K | 0.03% | 665 |
|
|
2017
Q2 | $942K | Buy |
6,111
+1,917
| +46% | +$296K | 0.03% | 689 |
|
|
2017
Q1 | $600K | Sell |
4,194
-814
| -16% | -$116K | 0.03% | 730 |
|
|
2016
Q4 | $742K | Buy |
5,008
+483
| +11% | +$71.6K | 0.03% | 637 |
|
|
2016
Q3 | $638K | Sell |
4,525
-5
| -0.1% | -$705 | 0.04% | 617 |
|
|
2016
Q2 | $649K | Buy |
4,530
+1,332
| +42% | +$191K | 0.04% | 605 |
|
|
2016
Q1 | $431K | Buy |
3,198
+243
| +8% | +$32.8K | 0.04% | 620 |
|
|
2015
Q4 | $346K | Sell |
2,955
-207
| -7% | -$24.2K | 0.04% | 668 |
|
|
2015
Q3 | $375K | Buy |
3,162
+39
| +1% | +$4.63K | 0.04% | 715 |
|
|
2015
Q2 | $386K | Buy |
3,123
+379
| +14% | +$46.8K | 0.04% | 762 |
|
|
2015
Q1 | $345K | Buy |
2,744
+104
| +4% | +$13.1K | 0.04% | 609 |
|
|
2014
Q4 | $282K | Buy |
2,640
+3
| +0.1% | +$320 | 0.04% | 618 |
|
|
2014
Q3 | $227K | Hold |
2,637
| – | – | 0.03% | 741 |
|
|
2014
Q2 | $271K | Sell |
2,637
-116
| -4% | -$11.9K | 0.04% | 654 |
|
|
2014
Q1 | $275K | Sell |
2,753
-24
| -0.9% | -$2.4K | 0.05% | 603 |
|
|
2013
Q4 | $267K | Buy |
+2,777
| New | +$267K | 0.05% | 626 |
|