BHK Investment Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
1,471
+175
| +14% | +$77.3K | 0.25% | 37 |
|
|
2025
Q1 | $659K | Sell |
1,296
-165
| -11% | -$83.9K | 0.28% | 33 |
|
|
2024
Q4 | $692K | Buy |
1,461
+2
| +0.1% | +$948 | 0.26% | 34 |
|
|
2024
Q3 | $718K | Buy |
1,459
+46
| +3% | +$22.6K | 0.27% | 33 |
|
|
2024
Q2 | $655K | Buy |
1,413
+58
| +4% | +$26.9K | 0.26% | 33 |
|
|
2024
Q1 | $585K | Buy |
1,355
+430
| +46% | +$186K | 0.23% | 40 |
|
|
2023
Q4 | $396K | Buy |
+925
| New | +$396K | 0.23% | 33 |
|
|
2023
Q1 | – | Sell |
-1,050
| Closed | -$262K | – | 66 |
|
|
2022
Q4 | $262K | Buy |
1,050
+100
| +11% | +$24.9K | 0.15% | 52 |
|
|
2022
Q3 | $245K | Buy |
+950
| New | +$245K | 0.12% | 60 |
|