Appleton Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
6,717
-85
| -1% | -$37.5K | 0.21% | 99 |
|
|
2025
Q1 | $3.46M | Buy |
6,802
+89
| +1% | +$45.2K | 0.27% | 84 |
|
|
2024
Q4 | $3.18M | Sell |
6,713
-56
| -0.8% | -$26.5K | 0.24% | 91 |
|
|
2024
Q3 | $3.33M | Sell |
6,769
-1,931
| -22% | -$950K | 0.25% | 89 |
|
|
2024
Q2 | $4.03M | Sell |
8,700
-886
| -9% | -$410K | 0.31% | 83 |
|
|
2024
Q1 | $4.14M | Buy |
9,586
+381
| +4% | +$165K | 0.32% | 81 |
|
|
2023
Q4 | $3.94M | Sell |
9,205
-1,514
| -14% | -$649K | 0.32% | 80 |
|
|
2023
Q3 | $4.05M | Sell |
10,719
-502
| -4% | -$190K | 0.36% | 77 |
|
|
2023
Q2 | $4.28M | Sell |
11,221
-781
| -7% | -$298K | 0.36% | 76 |
|
|
2023
Q1 | $3.82M | Sell |
12,002
-1,241
| -9% | -$395K | 0.34% | 72 |
|
|
2022
Q4 | $3.3M | Sell |
13,243
-3,815
| -22% | -$952K | 0.31% | 78 |
|
|
2022
Q3 | $4.39M | Buy |
17,058
+60
| +0.4% | +$15.4K | 0.44% | 66 |
|
|
2022
Q2 | $4.06M | Buy |
16,998
+702
| +4% | +$168K | 0.38% | 70 |
|
|
2022
Q1 | $4.96M | Buy |
16,296
+2,084
| +15% | +$635K | 0.41% | 68 |
|
|
2021
Q4 | $4.45M | Buy |
14,212
+3,357
| +31% | +$1.05M | 0.33% | 80 |
|
|
2021
Q3 | $2.87M | Buy |
10,855
+9,582
| +753% | +$2.54M | 0.24% | 98 |
|
|
2021
Q2 | $365K | Buy |
+1,273
| New | +$365K | 0.03% | 225 |
|