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Beacon Capital Management LLC (Tennessee)’s Watsco Inc WSO Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34
Closed -$16.7K – 1214
2024
Q3 		$16.7K Buy
+34
New +$16.3K ﹤0.01% 531

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Beacon Capital Management LLC (Tennessee)'s WSO Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Watsco Inc (WSO) in Q4 2024, closing a stake of 34 shares — an estimated $16.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WSO in Q3 2024 and held it in 1 quarter. The position peaked at $16.7K in Q3 2024. 820 funds tracked by Wall St. Rank hold WSO as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Watsco Inc position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 34 Watsco Inc shares in Q4 2024, an estimated $16.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Watsco Inc in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Watsco Inc position peaked at $16.7K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.