Horizon 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 | – | Sell |
-1
| Closed | -$505 | – | 1130 |
|
|
2025
Q1 | $505 | Buy |
+1
| New | +$505 | ﹤0.01% | 827 |
|
|
2023
Q4 | – | Sell |
-2,125
| Closed | -$798K | – | 867 |
|
|
2023
Q3 | $798K | Sell |
2,125
-2
| -0.1% | -$751 | 0.02% | 205 |
|
|
2023
Q2 | $806K | Buy |
2,127
+1
| +0% | +$379 | 0.02% | 214 |
|
|
2023
Q1 | $671K | Buy |
2,126
+1
| +0% | +$316 | 0.02% | 234 |
|
|
2022
Q4 | $525K | Sell |
2,125
-2,505
| -54% | -$619K | 0.01% | 362 |
|
|
2022
Q3 | $1.18M | Sell |
4,630
-1,876
| -29% | -$479K | 0.04% | 178 |
|
|
2022
Q2 | $1.54M | Buy |
+6,506
| New | +$1.54M | 0.05% | 137 |
|