Gateway Investment Advisers’s Watsco WSO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Sell |
2,326
-590
| -20% | -$261K | 0.01% | 314 |
|
2025
Q1 | $1.48M | Sell |
2,916
-1,116
| -28% | -$567K | 0.02% | 288 |
|
2024
Q4 | $1.91M | Sell |
4,032
-521
| -11% | -$247K | 0.02% | 259 |
|
2024
Q3 | $2.24M | Hold |
4,553
| – | – | 0.02% | 251 |
|
2024
Q2 | $2.11M | Buy |
+4,553
| New | +$2.11M | 0.02% | 250 |
|