Burney Company’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
960
-65
| -6% | -$28.7K | 0.01% | 443 |
|
|
2025
Q1 | $521K | Sell |
1,025
-153
| -13% | -$77.8K | 0.02% | 413 |
|
|
2024
Q4 | $558K | Hold |
1,178
| – | – | 0.02% | 405 |
|
|
2024
Q3 | $579K | Hold |
1,178
| – | – | 0.02% | 409 |
|
|
2024
Q2 | $546K | Sell |
1,178
-785
| -40% | -$364K | 0.02% | 407 |
|
|
2024
Q1 | $848K | Buy |
1,963
+1
| +0.1% | +$432 | 0.03% | 353 |
|
|
2023
Q4 | $841K | Sell |
1,962
-1,385
| -41% | -$593K | 0.04% | 350 |
|
|
2023
Q3 | $1.26M | Buy |
3,347
+61
| +2% | +$23K | 0.06% | 286 |
|
|
2023
Q2 | $1.25M | Buy |
3,286
+167
| +5% | +$63.7K | 0.06% | 292 |
|
|
2023
Q1 | $992K | Buy |
3,119
+35
| +1% | +$11.1K | 0.05% | 314 |
|
|
2022
Q4 | $769K | Buy |
3,084
+1,100
| +55% | +$274K | 0.04% | 334 |
|
|
2022
Q3 | $511K | Buy |
+1,984
| New | +$511K | 0.03% | 408 |
|