Cerity Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
7,165
-1,518
| -17% | -$670K | 0.01% | 1014 |
|
|
2025
Q1 | $4.41M | Buy |
8,683
+103
| +1% | +$52.4K | 0.01% | 772 |
|
|
2024
Q4 | $4.16M | Sell |
8,580
-2,052
| -19% | -$995K | 0.01% | 785 |
|
|
2024
Q3 | $5.23M | Buy |
10,632
+5,036
| +90% | +$2.48M | 0.01% | 680 |
|
|
2024
Q2 | $2.59M | Sell |
5,596
-5,139
| -48% | -$2.38M | 0.01% | 809 |
|
|
2024
Q1 | $4.64M | Buy |
10,735
+5,289
| +97% | +$2.28M | 0.01% | 665 |
|
|
2023
Q4 | $2.33M | Buy |
5,446
+4,723
| +653% | +$2.02M | 0.01% | 722 |
|
|
2023
Q3 | $273K | Sell |
723
-1,144
| -61% | -$432K | ﹤0.01% | 1180 |
|
|
2023
Q2 | $713K | Buy |
1,867
+596
| +47% | +$227K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $406K | Sell |
1,271
-62
| -5% | -$19.8K | ﹤0.01% | 1398 |
|
|
2022
Q4 | $333K | Sell |
1,333
-2,070
| -61% | -$517K | ﹤0.01% | 1107 |
|
|
2022
Q3 | $876K | Buy |
3,403
+584
| +21% | +$150K | 0.01% | 545 |
|
|
2022
Q2 | $673K | Buy |
2,819
+435
| +18% | +$104K | 0.01% | 649 |
|
|
2022
Q1 | $726K | Buy |
+2,384
| New | +$726K | 0.01% | 507 |
|