Evergreen Capital 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 | $320K | Sell |
724
-524
| -42% | -$231K | 0.01% | 769 |
|
|
2025
Q1 | $634K | Buy |
1,248
+114
| +10% | +$57.9K | 0.02% | 428 |
|
|
2024
Q4 | $537K | Buy |
1,134
+34
| +3% | +$16.1K | 0.02% | 477 |
|
|
2024
Q3 | $541K | Buy |
1,100
+24
| +2% | +$11.8K | 0.02% | 475 |
|
|
2024
Q2 | $498K | Buy |
1,076
+445
| +71% | +$206K | 0.02% | 464 |
|
|
2024
Q1 | $273K | Buy |
631
+3
| +0.5% | +$1.3K | 0.01% | 667 |
|
|
2023
Q4 | $269K | Buy |
+628
| New | +$269K | 0.01% | 640 |
|
|
2023
Q3 | – | Sell |
-562
| Closed | -$214K | – | 849 |
|
|
2023
Q2 | $214K | Buy |
+562
| New | +$214K | 0.01% | 699 |
|