IFM Investors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
6,999
+311
| +5% | +$137K | 0.03% | 442 |
|
|
2025
Q1 | $3.4M | Sell |
6,688
-255
| -4% | -$130K | 0.04% | 414 |
|
|
2024
Q4 | $3.29M | Sell |
6,943
-413
| -6% | -$196K | 0.03% | 427 |
|
|
2024
Q3 | $3.62M | Buy |
7,356
+123
| +2% | +$60.5K | 0.03% | 432 |
|
|
2024
Q2 | $3.35M | Hold |
7,233
| – | – | 0.03% | 431 |
|
|
2024
Q1 | $3.12M | Buy |
+7,233
| New | +$3.12M | 0.03% | 447 |
|
|
2023
Q4 | – | Sell |
-6,621
| Closed | -$2.5M | – | 637 |
|
|
2023
Q3 | $2.5M | Hold |
6,621
| – | – | 0.03% | 457 |
|
|
2023
Q2 | $2.53M | Buy |
+6,621
| New | +$2.53M | 0.03% | 457 |
|