Burns Matteson Capital Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,673
Closed -$632K 173
2023
Q3
$632K Sell
1,673
-64
-4% -$24.2K 0.4% 49
2023
Q2
$663K Buy
+1,737
New +$663K 0.41% 50