Freedom Investment 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 | – | Sell |
-504
| Closed | -$256K | – | 791 |
|
|
2025
Q1 | $256K | Buy |
504
+23
| +5% | +$11.7K | 0.02% | 644 |
|
|
2024
Q4 | $228K | Sell |
481
-56
| -10% | -$26.6K | 0.02% | 688 |
|
|
2024
Q3 | $264K | Sell |
537
-25
| -4% | -$12.3K | 0.02% | 642 |
|
|
2024
Q2 | $261K | Sell |
562
-263
| -32% | -$122K | 0.02% | 651 |
|
|
2024
Q1 | $357K | Sell |
825
-217
| -21% | -$93.8K | 0.03% | 541 |
|
|
2023
Q4 | $447K | Sell |
1,042
-106
| -9% | -$45.4K | 0.04% | 463 |
|
|
2023
Q3 | $433K | Sell |
1,148
-220
| -16% | -$83.1K | 0.05% | 404 |
|
|
2023
Q2 | $522K | Sell |
1,368
-251
| -16% | -$95.7K | 0.06% | 384 |
|
|
2023
Q1 | $515K | Sell |
1,619
-248
| -13% | -$78.9K | 0.06% | 399 |
|
|
2022
Q4 | $466K | Sell |
1,867
-135
| -7% | -$33.7K | 0.05% | 456 |
|
|
2022
Q3 | $515K | Sell |
2,002
-69
| -3% | -$17.8K | 0.06% | 410 |
|
|
2022
Q2 | $495K | Sell |
2,071
-476
| -19% | -$114K | 0.05% | 458 |
|
|
2022
Q1 | $776K | Sell |
2,547
-1,048
| -29% | -$319K | 0.07% | 352 |
|
|
2021
Q4 | $1.13M | Sell |
3,595
-164
| -4% | -$51.3K | 0.08% | 311 |
|
|
2021
Q3 | $995K | Buy |
3,759
+18
| +0.5% | +$4.77K | 0.08% | 322 |
|
|
2021
Q2 | $1.07M | Sell |
3,741
-527
| -12% | -$151K | 0.08% | 308 |
|
|
2021
Q1 | $1.11M | Buy |
4,268
+678
| +19% | +$177K | 0.09% | 270 |
|
|
2020
Q4 | $813K | Buy |
3,590
+436
| +14% | +$98.7K | 0.09% | 219 |
|
|
2020
Q3 | $735K | Sell |
3,154
-256
| -8% | -$59.7K | 0.08% | 214 |
|
|
2020
Q2 | $606K | Sell |
3,410
-1,334
| -28% | -$237K | 0.07% | 227 |
|
|
2020
Q1 | $820K | Buy |
4,744
+244
| +5% | +$42.2K | 0.07% | 227 |
|
|
2019
Q4 | $811K | Sell |
4,500
-436
| -9% | -$78.6K | 0.07% | 233 |
|
|
2019
Q3 | $835K | Buy |
4,936
+167
| +4% | +$28.3K | 0.07% | 244 |
|
|
2019
Q2 | $780K | Buy |
4,769
+1,911
| +67% | +$313K | 0.07% | 262 |
|
|
2019
Q1 | $409K | Sell |
2,858
-9,077
| -76% | -$1.3M | 0.03% | 428 |
|
|
2018
Q4 | $1.66M | Sell |
11,935
-1,362
| -10% | -$190K | 0.13% | 159 |
|
|
2018
Q3 | $2.34M | Sell |
13,297
-352
| -3% | -$61.8K | 0.15% | 131 |
|
|
2018
Q2 | $2.43M | Buy |
13,649
+250
| +2% | +$44.6K | 0.15% | 129 |
|
|
2018
Q1 | $2.43M | Buy |
13,399
+194
| +1% | +$35.1K | 0.12% | 132 |
|
|
2017
Q4 | $2.25M | Buy |
13,205
+1,212
| +10% | +$206K | 0.11% | 135 |
|
|
2017
Q3 | $1.93M | Buy |
11,993
+593
| +5% | +$95.5K | 0.11% | 142 |
|
|
2017
Q2 | $1.76M | Buy |
11,400
+1,461
| +15% | +$225K | 0.1% | 154 |
|
|
2017
Q1 | $1.42M | Buy |
+9,939
| New | +$1.42M | 0.08% | 199 |
|