Bridgewater Associates’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 |
-5,411
| Closed | -$2.32M | – | 808 |
|
|
2023
Q4 | $2.32M | Buy |
5,411
+3,836
| +244% | +$1.64M | 0.01% | 494 |
|
|
2023
Q3 | $595K | Buy |
+1,575
| New | +$595K | ﹤0.01% | 672 |
|
|
2021
Q1 | – | Sell |
-4,398
| Closed | -$996K | – | 620 |
|
|
2020
Q4 | $996K | Sell |
4,398
-903
| -17% | -$204K | 0.01% | 384 |
|
|
2020
Q3 | $1.24M | Buy |
5,301
+3,998
| +307% | +$931K | 0.01% | 317 |
|
|
2020
Q2 | $232K | Buy |
+1,303
| New | +$232K | ﹤0.01% | 361 |
|