Delta Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $476K | Hold |
930
| – | – | 0.11% | 138 |
|
|
2024
Q4 | $441K | Buy |
+930
| New | +$441K | 0.1% | 141 |
|
|
2024
Q2 | – | Sell |
-930
| Closed | -$402K | – | 245 |
|
|
2024
Q1 | $402K | Hold |
930
| – | – | 0.12% | 143 |
|
|
2023
Q4 | $398K | Buy |
930
+10
| +1% | +$4.28K | 0.13% | 125 |
|
|
2023
Q3 | $347K | Buy |
+920
| New | +$347K | 0.12% | 130 |
|
|
2023
Q2 | – | Sell |
-914
| Closed | -$291K | – | 200 |
|
|
2023
Q1 | $291K | Hold |
914
| – | – | 0.11% | 131 |
|
|
2022
Q4 | $231K | Buy |
+914
| New | +$231K | 0.1% | 146 |
|