Dakota Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
566
| – | – | 0.01% | 669 |
|
|
2025
Q1 | $288K | Sell |
566
-186
| -25% | -$94.5K | 0.01% | 624 |
|
|
2024
Q4 | $356K | Hold |
752
| – | – | 0.01% | 563 |
|
|
2024
Q3 | $370K | Sell |
752
-98
| -12% | -$48.2K | 0.01% | 551 |
|
|
2024
Q2 | $394K | Sell |
850
-6,609
| -89% | -$3.06M | 0.01% | 534 |
|
|
2024
Q1 | $3.22M | Buy |
7,459
+161
| +2% | +$69.5K | 0.08% | 206 |
|
|
2023
Q4 | $3.13M | Buy |
7,298
+2,222
| +44% | +$952K | 0.12% | 166 |
|
|
2023
Q3 | $1.92M | Buy |
5,076
+465
| +10% | +$176K | 0.08% | 210 |
|
|
2023
Q2 | $1.76M | Buy |
+4,611
| New | +$1.76M | 0.08% | 197 |
|
|
2021
Q1 | – | Sell |
-7,401
| Closed | -$1.68M | – | 347 |
|
|
2020
Q4 | $1.68M | Sell |
7,401
-631
| -8% | -$143K | 0.22% | 109 |
|
|
2020
Q3 | $1.87M | Sell |
8,032
-1,217
| -13% | -$283K | 0.29% | 85 |
|
|
2020
Q2 | $1.64M | Buy |
9,249
+708
| +8% | +$126K | 0.28% | 93 |
|
|
2020
Q1 | $1.35M | Buy |
8,541
+176
| +2% | +$27.8K | 0.29% | 87 |
|
|
2019
Q4 | $1.51M | Sell |
8,365
-59
| -0.7% | -$10.6K | 0.24% | 97 |
|
|
2019
Q3 | $1.43M | Buy |
8,424
+7,024
| +502% | +$1.19M | 0.25% | 96 |
|
|
2019
Q2 | $229K | Buy |
+1,400
| New | +$229K | 0.04% | 253 |
|