Cresset Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
6,501
-801
| -11% | -$354K | 0.01% | 462 |
|
|
2025
Q1 | $3.71M | Buy |
7,302
+111
| +2% | +$56.4K | 0.02% | 396 |
|
|
2024
Q4 | $3.41M | Sell |
7,191
-4,523
| -39% | -$2.14M | 0.02% | 411 |
|
|
2024
Q3 | $5.76M | Buy |
11,714
+445
| +4% | +$219K | 0.02% | 413 |
|
|
2024
Q2 | $5.22M | Buy |
11,269
+1,184
| +12% | +$548K | 0.02% | 407 |
|
|
2024
Q1 | $4.36M | Buy |
10,085
+3,051
| +43% | +$1.32M | 0.02% | 399 |
|
|
2023
Q4 | $3.01M | Sell |
7,034
-326
| -4% | -$140K | 0.02% | 425 |
|
|
2023
Q3 | $2.78M | Buy |
7,360
+1,027
| +16% | +$388K | 0.01% | 425 |
|
|
2023
Q2 | $2.42M | Buy |
+6,333
| New | +$2.42M | ﹤0.01% | 465 |
|
|
2022
Q4 | – | Sell |
-860
| Closed | -$222K | – | 911 |
|
|
2022
Q3 | $222K | Buy |
+860
| New | +$222K | ﹤0.01% | 766 |
|
|
2021
Q3 | – | Sell |
-1,881
| Closed | -$540K | – | 1141 |
|
|
2021
Q2 | $540K | Buy |
+1,881
| New | +$540K | 0.01% | 527 |
|
|
2019
Q2 | – | Sell |
-925
| Closed | -$132K | – | 1726 |
|
|
2019
Q1 | $132K | Buy |
925
+125
| +16% | +$17.8K | 0.01% | 480 |
|
|
2018
Q4 | $111K | Buy |
+800
| New | +$111K | 0.01% | 307 |
|