Baker Tilly Wealth 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 | – | Sell |
-423
| Closed | -$215K | – | 250 |
|
|
2025
Q1 | $215K | Hold |
423
| – | – | 0.08% | 221 |
|
|
2024
Q4 | $200K | Hold |
423
| – | – | 0.08% | 232 |
|
|
2024
Q3 | $208K | Sell |
423
-47
| -10% | -$23.1K | 0.09% | 228 |
|
|
2024
Q2 | $218K | Sell |
470
-642
| -58% | -$297K | 0.09% | 255 |
|
|
2024
Q1 | $480K | Sell |
1,112
-260
| -19% | -$112K | 0.09% | 263 |
|
|
2023
Q4 | $588K | Sell |
1,372
-173
| -11% | -$74.1K | 0.1% | 240 |
|
|
2023
Q3 | $584K | Sell |
1,545
-21
| -1% | -$7.93K | 0.1% | 222 |
|
|
2023
Q2 | $597K | Sell |
1,566
-53
| -3% | -$20.2K | 0.06% | 295 |
|
|
2023
Q1 | $515K | Sell |
1,619
-49
| -3% | -$15.6K | 0.06% | 327 |
|
|
2022
Q4 | $416K | Sell |
1,668
-309
| -16% | -$77.1K | 0.05% | 370 |
|
|
2022
Q3 | $509K | Buy |
1,977
+7
| +0.4% | +$1.8K | 0.07% | 286 |
|
|
2022
Q2 | $470K | Sell |
1,970
-48
| -2% | -$11.5K | 0.06% | 325 |
|
|
2022
Q1 | $615K | Sell |
2,018
-299
| -13% | -$91.1K | 0.07% | 288 |
|
|
2021
Q4 | $725K | Buy |
2,317
+534
| +30% | +$167K | 0.08% | 278 |
|
|
2021
Q3 | $472K | Buy |
1,783
+228
| +15% | +$60.4K | 0.06% | 325 |
|
|
2021
Q2 | $446K | Buy |
1,555
+152
| +11% | +$43.6K | 0.07% | 303 |
|
|
2021
Q1 | $366K | Buy |
1,403
+118
| +9% | +$30.8K | 0.08% | 305 |
|
|
2020
Q4 | $291K | Buy |
+1,285
| New | +$291K | 0.09% | 246 |
|