Bourgeon Capital Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | $3.82K | 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 | +$2K | ﹤0.01% | 243 |
|