HRT Financial’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.51M | Buy |
12,477
+8,900
| +249% | +$3.93M | 0.02% | 394 |
|
2025
Q1 | $1.82M | Buy |
+3,577
| New | +$1.82M | 0.01% | 720 |
|
2024
Q3 | – | Sell |
-12,754
| Closed | -$5.91M | – | 3021 |
|
2024
Q2 | $5.91M | Sell |
12,754
-9,995
| -44% | -$4.63M | 0.03% | 338 |
|
2024
Q1 | $9.83M | Buy |
22,749
+18,486
| +434% | +$7.98M | 0.06% | 147 |
|
2023
Q4 | $1.83M | Buy |
+4,263
| New | +$1.83M | 0.01% | 649 |
|
2023
Q2 | – | Sell |
-60,462
| Closed | -$19.2M | – | 3164 |
|
2023
Q1 | $19.2M | Buy |
+60,462
| New | +$19.2M | 0.23% | 68 |
|
2022
Q2 | – | Sell |
-698
| Closed | -$212K | – | 3622 |
|
2022
Q1 | $212K | Buy |
+698
| New | +$212K | ﹤0.01% | 2208 |
|
2021
Q4 | – | Sell |
-6,618
| Closed | -$1.75M | – | 3863 |
|
2021
Q3 | $1.75M | Buy |
+6,618
| New | +$1.75M | 0.01% | 743 |
|
2021
Q2 | – | Sell |
-2,257
| Closed | -$588K | – | 3422 |
|
2021
Q1 | $588K | Buy |
+2,257
| New | +$588K | 0.01% | 1471 |
|
2020
Q4 | – | Sell |
-12,982
| Closed | -$3.02M | – | 2464 |
|
2020
Q3 | $3.02M | Buy |
+12,982
| New | +$3.02M | 0.09% | 142 |
|
2019
Q3 | – | Sell |
-2,409
| Closed | -$393K | – | 1533 |
|
2019
Q2 | $393K | Buy |
+2,409
| New | +$393K | 0.02% | 452 |
|