Autumn Glory 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 | $242K | Hold |
548
| – | – | 0.11% | 165 |
|
|
2025
Q1 | $279K | Hold |
548
| – | – | 0.14% | 142 |
|
|
2024
Q4 | $260K | Sell |
548
-821
| -60% | -$389K | 0.13% | 151 |
|
|
2024
Q3 | $679K | Buy |
1,369
+821
| +150% | +$407K | 0.26% | 99 |
|
|
2024
Q2 | $254K | Sell |
548
-262
| -32% | -$121K | 0.13% | 144 |
|
|
2024
Q1 | $350K | Hold |
810
| – | – | 0.17% | 113 |
|
|
2023
Q4 | $326K | Hold |
810
| – | – | 0.19% | 115 |
|
|
2023
Q3 | $306K | Sell |
810
-165
| -17% | -$62.3K | 0.19% | 112 |
|
|
2023
Q2 | $372K | Buy |
+975
| New | +$372K | 0.27% | 86 |
|
|
2023
Q1 | – | Sell |
-3,471
| Closed | -$866K | – | 184 |
|
|
2022
Q4 | $866K | Buy |
3,471
+2,496
| +256% | +$623K | 0.46% | 67 |
|
|
2022
Q3 | $251K | Buy |
+975
| New | +$251K | 0.17% | 120 |
|
|
2022
Q1 | – | Sell |
-800
| Closed | -$250K | – | 229 |
|
|
2021
Q4 | $250K | Buy |
+800
| New | +$250K | 0.1% | 179 |
|