Farmers & Merchants Investments Inc’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
28
+4
| +17% | +$1.77K | ﹤0.01% | 665 |
|
|
2025
Q1 | $12.2K | Buy |
24
+11
| +85% | +$5.59K | ﹤0.01% | 650 |
|
|
2024
Q4 | $6.16K | Hold |
13
| – | – | ﹤0.01% | 769 |
|
|
2024
Q3 | $6.39K | Sell |
13
-1
| -7% | -$492 | ﹤0.01% | 764 |
|
|
2024
Q2 | $6.49K | Hold |
14
| – | – | ﹤0.01% | 746 |
|
|
2024
Q1 | $6.05K | Hold |
14
| – | – | ﹤0.01% | 715 |
|
|
2023
Q4 | $6K | Hold |
14
| – | – | ﹤0.01% | 723 |
|
|
2023
Q3 | $5.29K | Sell |
14
-1
| -7% | -$378 | ﹤0.01% | 724 |
|
|
2023
Q2 | $5.72K | Hold |
15
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $4.77K | Sell |
15
-2
| -12% | -$636 | ﹤0.01% | 734 |
|
|
2022
Q4 | $4.24K | Buy |
17
+2
| +13% | +$499 | ﹤0.01% | 791 |
|
|
2022
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 809 |
|
|
2018
Q1 | – | Sell |
-73
| Closed | -$12K | – | 864 |
|
|
2017
Q4 | $12K | Buy |
+73
| New | +$12K | ﹤0.01% | 509 |
|