Crown Oak 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 | $10.6M | Sell |
23,921
-450
| -2% | -$199K | 5% | 7 |
|
|
2025
Q1 | $12.4M | Buy |
24,371
+250
| +1% | +$127K | 6.26% | 5 |
|
|
2024
Q4 | $11.4M | Buy |
24,121
+4,101
| +20% | +$1.94M | 5.88% | 5 |
|
|
2024
Q3 | $9.85M | Sell |
20,020
-1,185
| -6% | -$583K | 5.47% | 7 |
|
|
2024
Q2 | $9.82M | Buy |
21,205
+33
| +0.2% | +$15.3K | 5.55% | 5 |
|
|
2024
Q1 | $9.15M | Buy |
21,172
+34
| +0.2% | +$14.7K | 5.04% | 8 |
|
|
2023
Q4 | $9.06M | Buy |
+21,138
| New | +$9.06M | 5.3% | 9 |
|