Crewe Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77K | Hold |
4
| – | – | ﹤0.01% | 588 |
|
|
2025
Q1 | $2.03K | Hold |
4
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $1.9K | Hold |
4
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $1.97K | Hold |
4
| – | – | ﹤0.01% | 617 |
|
|
2024
Q2 | $1.85K | Buy |
+4
| New | +$1.85K | ﹤0.01% | 874 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$11.1K | – | 1020 |
|
|
2023
Q4 | $11.1K | Buy |
+26
| New | +$11.1K | ﹤0.01% | 203 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$3K | – | 470 |
|
|
2021
Q2 | $3K | Sell |
11
-26
| -70% | -$7.09K | ﹤0.01% | 382 |
|
|
2021
Q1 | $10K | Hold |
37
| – | – | ﹤0.01% | 293 |
|
|
2020
Q4 | $8K | Hold |
37
| – | – | ﹤0.01% | 298 |
|
|
2020
Q3 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 268 |
|