Atria Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
9,252
+600
| +7% | +$265K | 0.05% | 445 |
|
|
2025
Q1 | $4.4M | Buy |
8,652
+362
| +4% | +$184K | 0.06% | 414 |
|
|
2024
Q4 | $3.93M | Sell |
8,290
-322
| -4% | -$153K | 0.05% | 431 |
|
|
2024
Q3 | $4.24M | Sell |
8,612
-329
| -4% | -$162K | 0.05% | 408 |
|
|
2024
Q2 | $4.14M | Buy |
8,941
+1,250
| +16% | +$579K | 0.05% | 401 |
|
|
2024
Q1 | $3.32M | Sell |
7,691
-1,039
| -12% | -$449K | 0.05% | 468 |
|
|
2023
Q4 | $3.74M | Buy |
8,730
+703
| +9% | +$301K | 0.06% | 376 |
|
|
2023
Q3 | $3.03M | Buy |
8,027
+55
| +0.7% | +$20.8K | 0.05% | 430 |
|
|
2023
Q2 | $3.04M | Sell |
7,972
-175
| -2% | -$66.8K | 0.05% | 411 |
|
|
2023
Q1 | $2.59M | Sell |
8,147
-952
| -10% | -$303K | 0.05% | 451 |
|
|
2022
Q4 | $2.27M | Sell |
9,099
-842
| -8% | -$210K | 0.05% | 470 |
|
|
2022
Q3 | $2.56M | Buy |
9,941
+2,565
| +35% | +$661K | 0.06% | 409 |
|
|
2022
Q2 | $1.76M | Buy |
7,376
+2,094
| +40% | +$500K | 0.04% | 543 |
|
|
2022
Q1 | $1.61M | Sell |
5,282
-390
| -7% | -$119K | 0.03% | 650 |
|
|
2021
Q4 | $1.78M | Buy |
5,672
+664
| +13% | +$208K | 0.03% | 615 |
|
|
2021
Q3 | $1.33M | Sell |
5,008
-227
| -4% | -$60.1K | 0.02% | 685 |
|
|
2021
Q2 | $1.5M | Buy |
5,235
+278
| +6% | +$79.7K | 0.03% | 618 |
|
|
2021
Q1 | $1.29M | Sell |
4,957
-269
| -5% | -$70.2K | 0.03% | 608 |
|
|
2020
Q4 | $1.18M | Buy |
5,226
+336
| +7% | +$76.1K | 0.03% | 607 |
|
|
2020
Q3 | $1.14M | Buy |
+4,890
| New | +$1.14M | 0.03% | 520 |
|
|
2020
Q1 | – | Sell |
-7,472
| Closed | -$1.35M | – | 1208 |
|
|
2019
Q4 | $1.35M | Sell |
7,472
-136
| -2% | -$24.5K | 0.04% | 431 |
|
|
2019
Q3 | $1.29M | Sell |
7,608
-1,123
| -13% | -$190K | 0.05% | 343 |
|
|
2019
Q2 | $1.37M | Buy |
+8,731
| New | +$1.37M | 0.05% | 311 |
|