Birch Capital 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 | $1.67M | Sell |
3,790
-27
| -0.7% | -$11.9K | 0.86% | 30 |
|
|
2025
Q1 | $1.94M | Sell |
3,817
-88
| -2% | -$44.7K | 1.01% | 30 |
|
|
2024
Q4 | $1.85M | Sell |
3,905
-133
| -3% | -$63K | 0.93% | 28 |
|
|
2024
Q3 | $1.99M | Hold |
4,038
| – | – | 0.97% | 33 |
|
|
2024
Q2 | $1.87M | Sell |
4,038
-14
| -0.3% | -$6.49K | 0.97% | 34 |
|
|
2024
Q1 | $1.75M | Buy |
4,052
+386
| +11% | +$167K | 0.91% | 34 |
|
|
2023
Q4 | $1.57M | Buy |
3,666
+74
| +2% | +$31.7K | 0.9% | 30 |
|
|
2023
Q3 | $1.36M | Sell |
3,592
-37
| -1% | -$14K | 0.86% | 33 |
|
|
2023
Q2 | $1.38M | Buy |
3,629
+1,658
| +84% | +$632K | 0.84% | 34 |
|
|
2023
Q1 | $627K | Buy |
1,971
+400
| +25% | +$127K | 0.4% | 41 |
|
|
2022
Q4 | $392K | Buy |
+1,571
| New | +$392K | 0.27% | 52 |
|