Harbour Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Sell |
55
-13
| -19% | -$5.74K | ﹤0.01% | 2151 |
|
|
2025
Q1 | $34.6K | Buy |
68
+16
| +31% | +$8.13K | ﹤0.01% | 1941 |
|
|
2024
Q4 | $24.6K | Sell |
52
-1
| -2% | -$474 | ﹤0.01% | 2031 |
|
|
2024
Q3 | $26.1K | Sell |
53
-41
| -44% | -$20.2K | ﹤0.01% | 1935 |
|
|
2024
Q2 | $43.5K | Sell |
94
-4
| -4% | -$1.85K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $42.3K | Hold |
98
| – | – | ﹤0.01% | 1608 |
|
|
2023
Q4 | $42K | Buy |
98
+13
| +15% | +$5.57K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $32.1K | Sell |
85
-3
| -3% | -$1.13K | ﹤0.01% | 1541 |
|
|
2023
Q2 | $33.6K | Sell |
88
-50
| -36% | -$19.1K | ﹤0.01% | 1536 |
|
|
2023
Q1 | $43.9K | Buy |
138
+49
| +55% | +$15.6K | ﹤0.01% | 1412 |
|
|
2022
Q4 | $22.2K | Hold |
89
| – | – | ﹤0.01% | 1631 |
|
|
2022
Q3 | $21K | Hold |
89
| – | – | ﹤0.01% | 1633 |
|
|
2022
Q2 | $21K | Buy |
+89
| New | +$21K | ﹤0.01% | 1633 |
|
|
2021
Q4 | $25K | Sell |
80
-163
| -67% | -$50.9K | ﹤0.01% | 1575 |
|
|
2021
Q3 | $64K | Sell |
243
-173
| -42% | -$45.6K | ﹤0.01% | 1624 |
|
|
2021
Q2 | $119K | Buy |
416
+46
| +12% | +$13.2K | ﹤0.01% | 1317 |
|
|
2021
Q1 | $97K | Buy |
+370
| New | +$97K | ﹤0.01% | 1317 |
|