CFAM
Coury Firm Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $310K | Sell |
820
-119
| -13% | -$44.9K | 0.49% | 29 |
|
|
2023
Q2 | $358K | Sell |
939
-27
| -3% | -$10.3K | 0.52% | 31 |
|
|
2023
Q1 | $307K | Sell |
966
-2
| -0.2% | -$637 | 0.43% | 43 |
|
|
2022
Q4 | $241K | Buy |
968
+8
| +0.8% | +$2K | 0.36% | 40 |
|
|
2022
Q3 | $247K | Buy |
960
+7
| +0.7% | +$1.8K | 0.37% | 39 |
|
|
2022
Q2 | $228K | Buy |
953
+8
| +0.8% | +$1.91K | 0.3% | 43 |
|
|
2022
Q1 | $288K | Sell |
945
-29
| -3% | -$8.84K | 0.25% | 48 |
|
|
2021
Q4 | $305K | Buy |
+974
| New | +$305K | 0.23% | 46 |
|