Bartlett & Co 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 | $8.83K | Hold |
20
| – | – | ﹤0.01% | 931 |
|
|
2025
Q1 | $10.2K | Hold |
20
| – | – | ﹤0.01% | 908 |
|
|
2024
Q4 | $9.48K | Hold |
20
| – | – | ﹤0.01% | 913 |
|
|
2024
Q3 | $9.84K | Hold |
20
| – | – | ﹤0.01% | 915 |
|
|
2024
Q2 | $9.27K | Hold |
20
| – | – | ﹤0.01% | 926 |
|
|
2024
Q1 | $8.64K | Hold |
20
| – | – | ﹤0.01% | 924 |
|
|
2023
Q4 | $8.58K | Hold |
20
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q3 | $7.55K | Hold |
20
| – | – | ﹤0.01% | 959 |
|
|
2023
Q2 | $7.63K | Hold |
20
| – | – | ﹤0.01% | 950 |
|
|
2023
Q1 | $6.36K | Hold |
20
| – | – | ﹤0.01% | 868 |
|
|
2022
Q4 | $4.99K | Hold |
20
| – | – | ﹤0.01% | 922 |
|
|
2022
Q3 | $5.15K | Sell |
20
-74
| -79% | -$19.1K | ﹤0.01% | 921 |
|
|
2022
Q2 | $22.4K | Buy |
+94
| New | +$22.4K | ﹤0.01% | 711 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1.59K | – | 899 |
|
|
2021
Q3 | $1.59K | Hold |
6
| – | – | ﹤0.01% | 893 |
|
|
2021
Q2 | $1.72K | Hold |
6
| – | – | ﹤0.01% | 875 |
|
|
2021
Q1 | $1.57K | Hold |
6
| – | – | ﹤0.01% | 916 |
|
|
2020
Q4 | $1.36K | Hold |
6
| – | – | ﹤0.01% | 988 |
|
|
2020
Q3 | $1.4K | Hold |
6
| – | – | ﹤0.01% | 798 |
|
|
2020
Q2 | $1.07K | Hold |
6
| – | – | ﹤0.01% | 813 |
|
|
2020
Q1 | $948 | Buy |
6
+3
| +100% | +$474 | ﹤0.01% | 805 |
|
|
2019
Q4 | $540 | Sell |
3
-9
| -75% | -$1.62K | ﹤0.01% | 841 |
|
|
2019
Q3 | $2.03K | Hold |
12
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $1.96K | Buy |
+12
| New | +$1.96K | ﹤0.01% | 677 |
|