Baker Avenue Asset 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 | $710K | Buy |
1,608
+125
| +8% | +$55.2K | 0.02% | 268 |
|
|
2025
Q1 | $754K | Buy |
1,483
+245
| +20% | +$125K | 0.02% | 262 |
|
|
2024
Q4 | $587K | Sell |
1,238
-34
| -3% | -$16.1K | 0.02% | 276 |
|
|
2024
Q3 | $626K | Buy |
+1,272
| New | +$626K | 0.02% | 268 |
|
|
2023
Q4 | – | Sell |
-89
| Closed | -$33.6K | – | 1494 |
|
|
2023
Q3 | $33.6K | Sell |
89
-34
| -28% | -$12.8K | ﹤0.01% | 568 |
|
|
2023
Q2 | $46.9K | Sell |
123
-62
| -34% | -$23.7K | ﹤0.01% | 532 |
|
|
2023
Q1 | $58.9K | Hold |
185
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $46.1K | Buy |
+185
| New | +$46.1K | ﹤0.01% | 506 |
|