Greenleaf 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 | $339K | Sell |
768
-169
| -18% | -$74.6K | ﹤0.01% | 591 |
|
|
2025
Q1 | $476K | Buy |
937
+5
| +0.5% | +$2.54K | ﹤0.01% | 514 |
|
|
2024
Q4 | $442K | Buy |
932
+97
| +12% | +$46K | ﹤0.01% | 535 |
|
|
2024
Q3 | $411K | Sell |
835
-3
| -0.4% | -$1.48K | ﹤0.01% | 567 |
|
|
2024
Q2 | $388K | Sell |
838
-1,316
| -61% | -$610K | ﹤0.01% | 540 |
|
|
2024
Q1 | $930K | Buy |
+2,154
| New | +$930K | 0.01% | 317 |
|
|
2023
Q4 | – | Sell |
-593
| Closed | -$224K | – | 800 |
|
|
2023
Q3 | $224K | Buy |
593
+23
| +4% | +$8.69K | ﹤0.01% | 676 |
|
|
2023
Q2 | $217K | Buy |
+570
| New | +$217K | ﹤0.01% | 702 |
|
|
2018
Q2 | – | Sell |
-197
| Closed | -$36K | – | 588 |
|
|
2018
Q1 | $36K | Hold |
197
| – | – | ﹤0.01% | 490 |
|
|
2017
Q4 | $33K | Hold |
197
| – | – | ﹤0.01% | 525 |
|
|
2017
Q3 | $32K | Buy |
+197
| New | +$32K | ﹤0.01% | 495 |
|