Atticus 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
Q2 | – | Sell |
-11
| Closed | -$4.75K | – | 574 |
|
|
2024
Q1 | $4.75K | Hold |
11
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $4.71K | Hold |
11
| – | – | ﹤0.01% | 450 |
|
|
2023
Q3 | $4.16K | Sell |
11
-4
| -27% | -$1.51K | ﹤0.01% | 462 |
|
|
2023
Q2 | $5.75K | Buy |
15
+11
| +275% | +$4.22K | ﹤0.01% | 441 |
|
|
2023
Q1 | $1.29K | Sell |
4
-24
| -86% | -$7.72K | ﹤0.01% | 490 |
|
|
2022
Q4 | $6.98K | Buy |
+28
| New | +$6.98K | ﹤0.01% | 412 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 463 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 331 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 293 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 440 |
|