Americana Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,889
| Closed | -$1.42M | – | 407 |
|
|
2024
Q3 | $1.42M | Sell |
2,889
-166
| -5% | -$81.6K | 0.1% | 161 |
|
|
2024
Q2 | $1.42M | Buy |
3,055
+138
| +5% | +$63.9K | 0.11% | 156 |
|
|
2024
Q1 | $1.26M | Buy |
2,917
+608
| +26% | +$263K | 0.11% | 163 |
|
|
2023
Q4 | $976K | Buy |
2,309
+267
| +13% | +$113K | 0.09% | 162 |
|
|
2023
Q3 | $761K | Buy |
2,042
+295
| +17% | +$110K | 0.08% | 175 |
|
|
2023
Q2 | $666K | Buy |
1,747
+420
| +32% | +$160K | 0.09% | 170 |
|
|
2023
Q1 | $422K | Buy |
+1,327
| New | +$422K | 0.07% | 194 |
|