Crestwood Advisors Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
660
-2
| -0.3% | -$883 | 0.01% | 447 |
|
|
2025
Q1 | $337K | Buy |
662
+29
| +5% | +$14.7K | 0.01% | 398 |
|
|
2024
Q4 | $300K | Buy |
633
+99
| +19% | +$46.9K | 0.01% | 381 |
|
|
2024
Q3 | $263K | Sell |
534
-31
| -5% | -$15.2K | 0.01% | 390 |
|
|
2024
Q2 | $262K | Buy |
+565
| New | +$262K | 0.01% | 375 |
|
|
2024
Q1 | – | Sell |
-479
| Closed | -$205K | – | 433 |
|
|
2023
Q4 | $205K | Buy |
+479
| New | +$205K | ﹤0.01% | 387 |
|