Anchor 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 | $8.07M | Hold |
18,266
| – | – | 0.71% | 34 |
|
|
2025
Q1 | $9.28M | Hold |
18,266
| – | – | 0.87% | 28 |
|
|
2024
Q4 | $8.66M | Buy |
18,266
+18,038
| +7,911% | +$8.55M | 0.81% | 28 |
|
|
2024
Q3 | $112K | Buy |
228
+190
| +500% | +$93.5K | 0.01% | 445 |
|
|
2024
Q2 | $17.6K | Hold |
38
| – | – | ﹤0.01% | 676 |
|
|
2024
Q1 | $16.4K | Hold |
38
| – | – | ﹤0.01% | 709 |
|
|
2023
Q4 | $16.3K | Hold |
38
| – | – | ﹤0.01% | 683 |
|
|
2023
Q3 | $14.4K | Hold |
38
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $14.5K | Buy |
+38
| New | +$14.5K | ﹤0.01% | 683 |
|