FineMark National Bank & Trust’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
16,287
+71
| +0.4% | +$31.4K | 0.24% | 96 |
|
|
2025
Q1 | $8.24M | Sell |
16,216
-139
| -0.8% | -$70.7K | 0.3% | 87 |
|
|
2024
Q4 | $7.75M | Sell |
16,355
-381
| -2% | -$181K | 0.27% | 88 |
|
|
2024
Q3 | $8.23M | Sell |
16,736
-3,496
| -17% | -$1.72M | 0.29% | 87 |
|
|
2024
Q2 | $9.37M | Buy |
20,232
+459
| +2% | +$213K | 0.35% | 80 |
|
|
2024
Q1 | $8.54M | Sell |
19,773
-108
| -0.5% | -$46.7K | 0.32% | 81 |
|
|
2023
Q4 | $8.52M | Buy |
19,881
+420
| +2% | +$180K | 0.35% | 77 |
|
|
2023
Q3 | $7.35M | Buy |
19,461
+186
| +1% | +$70.3K | 0.32% | 80 |
|
|
2023
Q2 | $7.35M | Sell |
19,275
-8
| -0% | -$3.05K | 0.3% | 82 |
|
|
2023
Q1 | $6.14M | Buy |
19,283
+841
| +5% | +$268K | 0.26% | 89 |
|
|
2022
Q4 | $4.6M | Buy |
18,442
+360
| +2% | +$89.8K | 0.21% | 104 |
|
|
2022
Q3 | $4.66M | Buy |
18,082
+584
| +3% | +$150K | 0.22% | 102 |
|
|
2022
Q2 | $4.18M | Buy |
17,498
+605
| +4% | +$144K | 0.18% | 108 |
|
|
2022
Q1 | $5.15M | Buy |
16,893
+743
| +5% | +$226K | 0.2% | 106 |
|
|
2021
Q4 | $5.05M | Buy |
16,150
+153
| +1% | +$47.9K | 0.19% | 104 |
|
|
2021
Q3 | $4.23M | Buy |
15,997
+53
| +0.3% | +$14K | 0.18% | 112 |
|
|
2021
Q2 | $4.57M | Buy |
15,944
+348
| +2% | +$99.7K | 0.19% | 108 |
|
|
2021
Q1 | $4.07M | Buy |
+15,596
| New | +$4.07M | 0.17% | 110 |
|
|
2015
Q4 | – | Sell |
-14
| Closed | -$2K | – | 1494 |
|
|
2015
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1303 |
|