Girard Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.11M | Sell |
4,558
-12
| -0.3% | -$5.56K | 0.2% | 90 |
|
|
2024
Q1 | $1.97M | Buy |
4,570
+322
| +8% | +$139K | 0.19% | 103 |
|
|
2023
Q4 | $1.82M | Sell |
4,248
-25
| -0.6% | -$10.7K | 0.18% | 106 |
|
|
2023
Q3 | $1.61M | Buy |
4,273
+189
| +5% | +$71.4K | 0.18% | 111 |
|
|
2023
Q2 | $1.56M | Buy |
+4,084
| New | +$1.56M | 0.16% | 114 |
|