Crossmark Global Holdings’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,342
+283
| +14% | +$125K | 0.02% | 597 |
|
|
2025
Q1 | $1.05M | Sell |
2,059
-271
| -12% | -$138K | 0.02% | 596 |
|
|
2024
Q4 | $1.1M | Sell |
2,330
-180
| -7% | -$85.3K | 0.02% | 560 |
|
|
2024
Q3 | $1.23M | Buy |
2,510
+347
| +16% | +$171K | 0.02% | 540 |
|
|
2024
Q2 | $1M | Sell |
2,163
-330
| -13% | -$153K | 0.02% | 588 |
|
|
2024
Q1 | $1.08M | Hold |
2,493
| – | – | 0.02% | 594 |
|
|
2023
Q4 | $1.07M | Sell |
2,493
-62
| -2% | -$26.6K | 0.02% | 575 |
|
|
2023
Q3 | $1.02M | Sell |
2,555
-73
| -3% | -$29.1K | 0.02% | 567 |
|
|
2023
Q2 | $989K | Sell |
2,628
-332
| -11% | -$125K | 0.02% | 592 |
|
|
2023
Q1 | $942K | Buy |
2,960
+200
| +7% | +$63.6K | 0.02% | 601 |
|
|
2022
Q4 | $688K | Sell |
2,760
-133
| -5% | -$33.2K | 0.02% | 666 |
|
|
2022
Q3 | $745K | Sell |
2,893
-151
| -5% | -$38.9K | 0.02% | 627 |
|
|
2022
Q2 | $727K | Buy |
3,044
+40
| +1% | +$9.55K | 0.02% | 667 |
|
|
2022
Q1 | $915K | Hold |
3,004
| – | – | 0.02% | 655 |
|
|
2021
Q4 | $940K | Buy |
3,004
+380
| +14% | +$119K | 0.02% | 650 |
|
|
2021
Q3 | $694K | Sell |
2,624
-120
| -4% | -$31.7K | 0.02% | 761 |
|
|
2021
Q2 | $787K | Sell |
2,744
-150
| -5% | -$43K | 0.02% | 691 |
|
|
2021
Q1 | $755K | Buy |
2,894
+50
| +2% | +$13K | 0.02% | 706 |
|
|
2020
Q4 | $644K | Sell |
2,844
-80
| -3% | -$18.1K | 0.02% | 738 |
|
|
2020
Q3 | $681K | Sell |
2,924
-20
| -0.7% | -$4.66K | 0.02% | 655 |
|
|
2020
Q2 | $523K | Buy |
2,944
+278
| +10% | +$49.4K | 0.02% | 733 |
|
|
2020
Q1 | $421K | Sell |
2,666
-30
| -1% | -$4.74K | 0.02% | 707 |
|
|
2019
Q4 | $486K | Buy |
2,696
+60
| +2% | +$10.8K | 0.01% | 815 |
|
|
2019
Q3 | $446K | Sell |
2,636
-250
| -9% | -$42.3K | 0.01% | 835 |
|
|
2019
Q2 | $472K | Sell |
2,886
-193
| -6% | -$31.6K | 0.01% | 839 |
|
|
2019
Q1 | $441K | Buy |
3,079
+390
| +15% | +$55.9K | 0.01% | 887 |
|
|
2018
Q4 | $374K | Sell |
2,689
-490
| -15% | -$68.2K | 0.01% | 922 |
|
|
2018
Q3 | $566K | Sell |
3,179
-610
| -16% | -$109K | 0.01% | 878 |
|
|
2018
Q2 | $676K | Buy |
3,789
+160
| +4% | +$28.5K | 0.02% | 768 |
|
|
2018
Q1 | $657K | Sell |
3,629
-123
| -3% | -$22.3K | 0.02% | 771 |
|
|
2017
Q4 | $638K | Sell |
3,752
-157
| -4% | -$26.7K | 0.02% | 832 |
|
|
2017
Q3 | $630K | Buy |
+3,909
| New | +$630K | 0.02% | 817 |
|
|
2016
Q3 | $630K | Buy |
+3,909
| New | +$630K | 0.02% | 817 |
|