Aquatic Capital 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 | – | Sell |
-1,820
| Closed | -$925K | – | 1593 |
|
|
2025
Q1 | $925K | Sell |
1,820
-3,667
| -67% | -$1.86M | 0.02% | 618 |
|
|
2024
Q4 | $2.6M | Buy |
+5,487
| New | +$2.6M | 0.07% | 322 |
|
|
2024
Q2 | – | Sell |
-440
| Closed | -$190K | – | 1636 |
|
|
2024
Q1 | $190K | Sell |
440
-6,440
| -94% | -$2.78M | 0.01% | 779 |
|
|
2023
Q4 | $2.95M | Buy |
+6,880
| New | +$2.95M | 0.08% | 250 |
|
|
2023
Q1 | – | Sell |
-10,900
| Closed | -$2.72M | – | 1810 |
|
|
2022
Q4 | $2.72M | Buy |
+10,900
| New | +$2.72M | 0.2% | 126 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$94K | – | 1580 |
|
|
2021
Q4 | $94K | Buy |
+300
| New | +$94K | 0.18% | 142 |
|