Coppell Advisory Solutions’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$12.3K | – | 1887 |
|
|
2024
Q4 | $12.3K | Buy |
26
+11
| +73% | +$5.22K | ﹤0.01% | 1035 |
|
|
2024
Q3 | $7.44K | Buy |
15
+2
| +15% | +$992 | ﹤0.01% | 1159 |
|
|
2024
Q2 | $6.02K | Buy |
+13
| New | +$6.02K | ﹤0.01% | 1157 |
|
|
2023
Q4 | $8.14K | Sell |
19
-273
| -93% | -$117K | ﹤0.01% | 982 |
|
|
2023
Q3 | $72.8K | Buy |
292
+153
| +110% | +$38.2K | 0.03% | 254 |
|
|
2023
Q2 | $52.5K | Buy |
+139
| New | +$52.5K | 0.01% | 348 |
|
|
2023
Q1 | – | Sell |
-292
| Closed | -$72.8K | – | 1093 |
|
|
2022
Q4 | $72.8K | Buy |
+292
| New | +$72.8K | 0.02% | 258 |
|