HIC
Harvey Investment Company’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
2,745
+30
| +1% | +$13.2K | 0.13% | 66 |
|
|
2025
Q1 | $1.38M | Hold |
2,715
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $1.29M | Buy |
2,715
+30
| +1% | +$14.2K | 0.15% | 64 |
|
|
2024
Q3 | $1.32M | Hold |
2,685
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $1.24M | Sell |
2,685
-30
| -1% | -$13.9K | 0.15% | 63 |
|
|
2024
Q1 | $1.17M | Buy |
+2,715
| New | +$1.17M | 0.13% | 64 |
|