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Bourgeon Capital Management’s Watsco Inc WSO Stock Holding History

Bourgeon Capital Management’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
Q1 		– Sell
-10
Closed -$4.29K – 390
2023
Q4 		$4.29K Hold
10
– – ﹤0.01% 275
2023
Q3 		$3.78K Hold
10
– – ﹤0.01% 266
2023
Q2 		$3.81K Hold
10
– – ﹤0.01% 282
2023
Q1 		$3.18K Hold
10
– – ﹤0.01% 275
2022
Q4 		$2.49K Hold
10
– – ﹤0.01% 302
2022
Q3 		$3K Hold
10
– – ﹤0.01% 297
2022
Q2 		$2K Hold
10
– – ﹤0.01% 274
2022
Q1 		$3K Hold
10
– – ﹤0.01% 264
2021
Q4 		$3K Hold
10
– – ﹤0.01% 246
2021
Q3 		$3K Hold
10
– – ﹤0.01% 257
2021
Q2 		$3K Hold
10
– – ﹤0.01% 260
2021
Q1 		$3K Hold
10
– – ﹤0.01% 257
2020
Q4 		$2K Hold
10
– – ﹤0.01% 252
2020
Q3 		$2K Hold
10
– – ﹤0.01% 264
2020
Q2 		$2K Hold
10
– – ﹤0.01% 239
2020
Q1 		$2K Buy
+10
New +$1.69K ﹤0.01% 243

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