EOJOAM
E. Ohman J:or Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
1,305
| – | – | 0.01% | 348 |
|
|
2025
Q1 | $663K | Sell |
1,305
-315
| -19% | -$160K | 0.02% | 327 |
|
|
2024
Q4 | $768K | Hold |
1,620
| – | – | 0.02% | 322 |
|
|
2024
Q3 | $797K | Hold |
1,620
| – | – | 0.02% | 296 |
|
|
2024
Q2 | $750K | Buy |
1,620
+320
| +25% | +$148K | 0.02% | 297 |
|
|
2024
Q1 | $562K | Hold |
1,300
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $557K | Sell |
1,300
-300
| -19% | -$129K | 0.02% | 322 |
|
|
2023
Q3 | $604K | Hold |
1,600
| – | – | 0.02% | 322 |
|
|
2023
Q2 | $610K | Buy |
+1,600
| New | +$610K | 0.02% | 334 |
|