Bleakley Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-674
| Closed | -$319K | – | 1022 |
|
|
2024
Q4 | $319K | Buy |
674
+53
| +9% | +$25.1K | 0.01% | 777 |
|
|
2024
Q3 | $305K | Sell |
621
-18
| -3% | -$8.85K | 0.01% | 769 |
|
|
2024
Q2 | $296K | Sell |
639
-1
| -0.2% | -$463 | 0.01% | 753 |
|
|
2024
Q1 | $276K | Buy |
640
+21
| +3% | +$9.07K | 0.01% | 784 |
|
|
2023
Q4 | $265K | Buy |
619
+6
| +1% | +$2.57K | 0.01% | 769 |
|
|
2023
Q3 | $232K | Sell |
613
-27
| -4% | -$10.2K | 0.01% | 757 |
|
|
2023
Q2 | $244K | Buy |
+640
| New | +$244K | 0.01% | 783 |
|