Inspire Investing’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
4,399
+121
| +3% | +$53.4K | 0.21% | 120 |
|
|
2025
Q1 | $2.17M | Buy |
4,278
+127
| +3% | +$64.6K | 0.26% | 103 |
|
|
2024
Q4 | $1.97M | Sell |
4,151
-91
| -2% | -$43.1K | 0.22% | 103 |
|
|
2024
Q3 | $2.09M | Sell |
4,242
-2,123
| -33% | -$1.04M | 0.21% | 110 |
|
|
2024
Q2 | $2.95M | Sell |
6,365
-1,244
| -16% | -$576K | 0.34% | 59 |
|
|
2024
Q1 | $3.29M | Sell |
7,609
-1,687
| -18% | -$729K | 0.34% | 64 |
|
|
2023
Q4 | $3.98M | Sell |
9,296
-1,491
| -14% | -$639K | 0.44% | 42 |
|
|
2023
Q3 | $4.07M | Buy |
10,787
+111
| +1% | +$41.9K | 0.52% | 35 |
|
|
2023
Q2 | $4.07M | Buy |
10,676
+2,699
| +34% | +$1.03M | 0.49% | 39 |
|
|
2023
Q1 | $2.54M | Buy |
7,977
+1,408
| +21% | +$448K | 0.32% | 74 |
|
|
2022
Q4 | $1.64M | Buy |
6,569
+4,634
| +239% | +$1.16M | 0.21% | 102 |
|
|
2022
Q3 | $498K | Buy |
1,935
+1,051
| +119% | +$270K | 0.07% | 197 |
|
|
2022
Q2 | $211K | Buy |
884
+115
| +15% | +$27.4K | 0.03% | 713 |
|
|
2022
Q1 | $234K | Sell |
769
-12
| -2% | -$3.65K | 0.03% | 730 |
|
|
2021
Q4 | $244K | Sell |
781
-3,964
| -84% | -$1.24M | 0.03% | 754 |
|
|
2021
Q3 | $1.26M | Buy |
4,745
+1,265
| +36% | +$335K | 0.16% | 160 |
|
|
2021
Q2 | $998K | Buy |
3,480
+345
| +11% | +$98.9K | 0.13% | 170 |
|
|
2021
Q1 | $817K | Buy |
3,135
+1,125
| +56% | +$293K | 0.13% | 164 |
|
|
2020
Q4 | $455K | Buy |
+2,010
| New | +$455K | 0.1% | 209 |
|