Atlas Private Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.04M | Buy |
2,404
+37
| +2% | +$16K | 0.44% | 73 |
|
|
2023
Q4 | $1.01M | Sell |
2,367
-126
| -5% | -$54K | 0.48% | 68 |
|
|
2023
Q3 | $942K | Buy |
2,493
+27
| +1% | +$10.2K | 0.51% | 67 |
|
|
2023
Q2 | $941K | Sell |
2,466
-21
| -0.8% | -$8.01K | 0.5% | 69 |
|
|
2023
Q1 | $791K | Buy |
+2,487
| New | +$791K | 0.48% | 68 |
|
|
2021
Q2 | – | Sell |
-22
| Closed | -$6K | – | 390 |
|
|
2021
Q1 | $6K | Hold |
22
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $5K | Buy |
22
+1
| +5% | +$227 | ﹤0.01% | 340 |
|
|
2020
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $3K | Buy |
21
+1
| +5% | +$143 | ﹤0.01% | 394 |
|
|
2019
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 410 |
|