Cary Street Partners Investment Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
530
-11
| -2% | -$4.86K | 0.11% | 201 |
|
|
2025
Q1 | $275K | Buy |
541
+19
| +4% | +$9.66K | 0.16% | 158 |
|
|
2024
Q4 | $247K | Sell |
522
-1,056
| -67% | -$501K | 0.16% | 142 |
|
|
2024
Q3 | $776K | Sell |
1,578
-34
| -2% | -$16.7K | 0.03% | 401 |
|
|
2024
Q2 | $747K | Sell |
1,612
-15
| -0.9% | -$6.95K | 0.03% | 384 |
|
|
2024
Q1 | $703K | Buy |
1,627
+83
| +5% | +$35.9K | 0.03% | 388 |
|
|
2023
Q4 | $662K | Buy |
1,544
+463
| +43% | +$198K | 0.03% | 376 |
|
|
2023
Q3 | $408K | Buy |
1,081
+57
| +6% | +$21.5K | 0.02% | 427 |
|
|
2023
Q2 | $391K | Buy |
1,024
+134
| +15% | +$51.1K | 0.03% | 397 |
|
|
2023
Q1 | $283K | Buy |
890
+76
| +9% | +$24.2K | 0.02% | 419 |
|
|
2022
Q4 | $203K | Buy |
+814
| New | +$203K | 0.01% | 468 |
|