Headlands Technologies’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $121K | Buy |
+275
| New | +$121K | 0.01% | 587 |
|
2025
Q1 | – | Sell |
-189
| Closed | -$89.6K | – | 1580 |
|
2024
Q4 | $89.6K | Sell |
189
-232
| -55% | -$110K | 0.01% | 687 |
|
2024
Q3 | $207K | Buy |
+421
| New | +$207K | 0.02% | 516 |
|
2024
Q2 | – | Sell |
-597
| Closed | -$258K | – | 1670 |
|
2024
Q1 | $258K | Sell |
597
-645
| -52% | -$279K | 0.06% | 314 |
|
2023
Q4 | $532K | Sell |
1,242
-197
| -14% | -$84.4K | 0.16% | 125 |
|
2023
Q3 | $544K | Buy |
+1,439
| New | +$544K | 0.27% | 87 |
|