Edgestream Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,915
| Closed | -$6.12M | – | 1107 |
|
|
2024
Q4 | $6.12M | Buy |
12,915
+10,281
| +390% | +$4.87M | 0.26% | 97 |
|
|
2024
Q3 | $1.3M | Buy |
+2,634
| New | +$1.3M | 0.06% | 518 |
|
|
2023
Q1 | – | Sell |
-15,135
| Closed | -$3.77M | – | 671 |
|
|
2022
Q4 | $3.77M | Buy |
+15,135
| New | +$3.77M | 0.42% | 55 |
|
|
2022
Q3 | – | Sell |
-5,060
| Closed | -$1.21M | – | 630 |
|
|
2022
Q2 | $1.21M | Buy |
+5,060
| New | +$1.21M | 0.1% | 287 |
|
|
2022
Q1 | – | Sell |
-6,232
| Closed | -$1.95M | – | 651 |
|
|
2021
Q4 | $1.95M | Buy |
6,232
+3,496
| +128% | +$1.09M | 0.12% | 236 |
|
|
2021
Q3 | $724K | Buy |
+2,736
| New | +$724K | 0.04% | 357 |
|