CIBC World Markets’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
1,449
-136
| -9% | -$60.1K | ﹤0.01% | 703 |
|
|
2025
Q1 | $806K | Buy |
1,585
+11
| +0.7% | +$5.59K | 0.01% | 773 |
|
|
2024
Q4 | $746K | Sell |
1,574
-451
| -22% | -$214K | ﹤0.01% | 648 |
|
|
2024
Q3 | $996K | Buy |
2,025
+195
| +11% | +$95.9K | 0.01% | 614 |
|
|
2024
Q2 | $848K | Buy |
1,830
+443
| +32% | +$205K | 0.01% | 603 |
|
|
2024
Q1 | $599K | Buy |
1,387
+452
| +48% | +$195K | ﹤0.01% | 694 |
|
|
2023
Q4 | $401K | Buy |
+935
| New | +$401K | ﹤0.01% | 661 |
|
|
2021
Q2 | – | Sell |
-3,529
| Closed | -$920K | – | 939 |
|
|
2021
Q1 | $920K | Buy |
+3,529
| New | +$920K | 0.01% | 590 |
|