Haverford Trust Company’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
802
-62
| -7% | -$27.4K | ﹤0.01% | 342 |
|
|
2025
Q1 | $439K | Sell |
864
-40
| -4% | -$20.3K | ﹤0.01% | 302 |
|
|
2024
Q4 | $428K | Sell |
904
-3
| -0.3% | -$1.42K | ﹤0.01% | 309 |
|
|
2024
Q3 | $446K | Buy |
907
+97
| +12% | +$47.7K | ﹤0.01% | 319 |
|
|
2024
Q2 | $375K | Buy |
810
+38
| +5% | +$17.6K | ﹤0.01% | 330 |
|
|
2024
Q1 | $333K | Hold |
772
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $331K | Buy |
772
+55
| +8% | +$23.6K | ﹤0.01% | 321 |
|
|
2023
Q3 | $271K | Buy |
+717
| New | +$271K | ﹤0.01% | 324 |
|