CIBC Private Wealth Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
11,202
-131
| -1% | -$57.9K | 0.01% | 427 |
|
|
2025
Q1 | $5.25M | Buy |
11,333
+132
| +1% | +$61.1K | 0.01% | 393 |
|
|
2024
Q4 | $5.23M | Buy |
11,201
+238
| +2% | +$111K | 0.01% | 416 |
|
|
2024
Q3 | $5.39M | Buy |
10,963
+57
| +0.5% | +$28K | 0.01% | 414 |
|
|
2024
Q2 | $5.25M | Sell |
10,906
-2,271
| -17% | -$1.09M | 0.01% | 396 |
|
|
2024
Q1 | $5.72M | Sell |
13,177
-43
| -0.3% | -$18.7K | 0.01% | 392 |
|
|
2023
Q4 | $5.66M | Buy |
13,220
+609
| +5% | +$261K | 0.01% | 372 |
|
|
2023
Q3 | $4.76M | Buy |
12,611
+11,770
| +1,400% | +$4.45M | 0.01% | 387 |
|
|
2023
Q2 | $321K | Sell |
841
-6
| -0.7% | -$2.29K | ﹤0.01% | 761 |
|
|
2023
Q1 | $269K | Buy |
+847
| New | +$269K | ﹤0.01% | 797 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$2K | – | 2108 |
|
|
2018
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1823 |
|