Bradley Foster & Sargent’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
12,701
-30,759
| -71% | -$13.6M | 0.09% | 148 |
|
|
2025
Q1 | $22.1M | Sell |
43,460
-3,440
| -7% | -$1.75M | 0.38% | 67 |
|
|
2024
Q4 | $22.2M | Buy |
46,900
+132
| +0.3% | +$62.6K | 0.37% | 61 |
|
|
2024
Q3 | $23M | Sell |
46,768
-149
| -0.3% | -$73.3K | 0.38% | 62 |
|
|
2024
Q2 | $21.7M | Buy |
46,917
+1,738
| +4% | +$805K | 0.39% | 57 |
|
|
2024
Q1 | $19.5M | Buy |
45,179
+23,679
| +110% | +$10.2M | 0.35% | 65 |
|
|
2023
Q4 | $9.21M | Buy |
+21,500
| New | +$9.21M | 0.18% | 101 |
|