EWM
Empirical Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
1,407
-771
| -35% | -$340K | 0.01% | 385 |
|
|
2025
Q1 | $1.11M | Sell |
2,178
-9,354
| -81% | -$4.75M | 0.03% | 283 |
|
|
2024
Q4 | $5.46M | Buy |
11,532
+1,195
| +12% | +$566K | 0.15% | 113 |
|
|
2024
Q3 | $5.08M | Buy |
10,337
+962
| +10% | +$473K | 0.14% | 115 |
|
|
2024
Q2 | $4.34M | Buy |
9,375
+153
| +2% | +$70.9K | 0.13% | 120 |
|
|
2024
Q1 | $3.98M | Buy |
9,222
+1,665
| +22% | +$719K | 0.12% | 120 |
|
|
2023
Q4 | $3.24M | Buy |
7,557
+793
| +12% | +$340K | 0.11% | 125 |
|
|
2023
Q3 | $2.55M | Buy |
6,764
+833
| +14% | +$315K | 0.1% | 132 |
|
|
2023
Q2 | $2.26M | Buy |
+5,931
| New | +$2.26M | 0.09% | 144 |
|
|
2022
Q2 | – | Sell |
-5,680
| Closed | -$1.73M | – | 537 |
|
|
2022
Q1 | $1.73M | Buy |
5,680
+2,797
| +97% | +$852K | 0.09% | 146 |
|
|
2021
Q4 | $903K | Buy |
+2,883
| New | +$903K | 0.05% | 236 |
|