BOK Financial’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
2,621
+147
| +6% | +$64.9K | 0.02% | 427 |
|
|
2025
Q1 | $1.26M | Sell |
2,474
-6
| -0.2% | -$3.05K | 0.02% | 410 |
|
|
2024
Q4 | $1.15M | Sell |
2,480
-15
| -0.6% | -$6.96K | 0.02% | 422 |
|
|
2024
Q3 | $1.21M | Buy |
2,495
+50
| +2% | +$24.2K | 0.02% | 409 |
|
|
2024
Q2 | $1.13M | Sell |
2,445
-43
| -2% | -$19.9K | 0.02% | 451 |
|
|
2024
Q1 | $1.08M | Sell |
2,488
-11
| -0.4% | -$4.78K | 0.02% | 467 |
|
|
2023
Q4 | $1.07M | Buy |
2,499
+30
| +1% | +$12.9K | 0.02% | 448 |
|
|
2023
Q3 | $861K | Sell |
2,469
-57
| -2% | -$19.9K | 0.02% | 463 |
|
|
2023
Q2 | $964K | Buy |
2,526
+115
| +5% | +$43.9K | 0.02% | 462 |
|
|
2023
Q1 | $767K | Sell |
2,411
-5,371
| -69% | -$1.71M | 0.02% | 506 |
|
|
2022
Q4 | $1.94M | Buy |
7,782
+147
| +2% | +$36.7K | 0.04% | 374 |
|
|
2022
Q3 | $1.97M | Buy |
7,635
+281
| +4% | +$72.3K | 0.04% | 360 |
|
|
2022
Q2 | $1.76M | Sell |
7,354
-5
| -0.1% | -$1.19K | 0.03% | 400 |
|
|
2022
Q1 | $2.24M | Sell |
7,359
-38
| -0.5% | -$11.6K | 0.04% | 378 |
|
|
2021
Q4 | $2.31M | Buy |
7,397
+27
| +0.4% | +$8.45K | 0.04% | 373 |
|
|
2021
Q3 | $1.95M | Buy |
+7,370
| New | +$1.95M | 0.03% | 403 |
|
|
2021
Q1 | $1.93M | Buy |
7,403
+354
| +5% | +$92.3K | 0.04% | 393 |
|
|
2020
Q4 | $1.6M | Buy |
7,049
+726
| +11% | +$164K | 0.03% | 412 |
|
|
2020
Q3 | $1.47M | Sell |
6,323
-228
| -3% | -$53.1K | 0.03% | 381 |
|
|
2020
Q2 | $1.16M | Buy |
6,551
+139
| +2% | +$24.7K | 0.03% | 425 |
|
|
2020
Q1 | $1.01M | Sell |
6,412
-929
| -13% | -$147K | 0.03% | 414 |
|
|
2019
Q4 | $1.32M | Sell |
7,341
-348
| -5% | -$62.7K | 0.03% | 443 |
|
|
2019
Q3 | $1.3M | Buy |
7,689
+27
| +0.4% | +$4.57K | 0.03% | 440 |
|
|
2019
Q2 | $1.25M | Sell |
7,662
-821
| -10% | -$134K | 0.03% | 439 |
|
|
2019
Q1 | $1.22M | Buy |
8,483
+47
| +0.6% | +$6.73K | 0.03% | 440 |
|
|
2018
Q4 | $1.17M | Buy |
8,436
+2,461
| +41% | +$342K | 0.03% | 421 |
|
|
2018
Q3 | $1.06M | Buy |
5,975
+77
| +1% | +$13.7K | 0.03% | 486 |
|
|
2018
Q2 | $1.05M | Sell |
5,898
-48
| -0.8% | -$8.56K | 0.03% | 478 |
|
|
2018
Q1 | $1.08M | Buy |
5,946
+155
| +3% | +$28K | 0.03% | 458 |
|
|
2017
Q4 | $985K | Sell |
5,791
-34
| -0.6% | -$5.78K | 0.03% | 496 |
|
|
2017
Q3 | $938K | Sell |
5,825
-88
| -1% | -$14.2K | 0.03% | 511 |
|
|
2017
Q2 | $912K | Buy |
5,913
+1,847
| +45% | +$285K | 0.03% | 493 |
|
|
2017
Q1 | $582K | Buy |
4,066
+1,553
| +62% | +$222K | 0.02% | 623 |
|
|
2016
Q4 | $372K | Buy |
+2,513
| New | +$372K | 0.01% | 710 |
|