Ancora Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62K | Sell |
15
-6
| -29% | -$2.65K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $10.7K | Hold |
21
| – | – | ﹤0.01% | 1289 |
|
|
2024
Q4 | $9.95K | Hold |
21
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q3 | $10.3K | Hold |
21
| – | – | ﹤0.01% | 1296 |
|
|
2024
Q2 | $9.73K | Hold |
21
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q1 | $9.07K | Hold |
21
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q4 | $9K | Hold |
21
| – | – | ﹤0.01% | 1277 |
|
|
2023
Q3 | $7.93K | Hold |
21
| – | – | ﹤0.01% | 1293 |
|
|
2023
Q2 | $8.01K | Hold |
21
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q1 | $6.68K | Sell |
21
-7
| -25% | -$2.23K | ﹤0.01% | 1319 |
|
|
2022
Q4 | $7K | Buy |
28
+7
| +33% | +$1.75K | ﹤0.01% | 1392 |
|
|
2022
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 1721 |
|
|
2022
Q1 | $6K | Buy |
21
+15
| +250% | +$4.29K | ﹤0.01% | 1879 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 2034 |
|
|
2021
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1809 |
|