Institutional & Family Asset Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.2K | Sell |
22
-9
| -29% | -$4.17K | ﹤0.01% | 413 |
|
|
2024
Q1 | $13.4K | Hold |
31
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $13.3K | Hold |
31
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $11.7K | Hold |
31
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $11.8K | Hold |
31
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $9.86K | Sell |
31
-45
| -59% | -$14.3K | ﹤0.01% | 383 |
|
|
2022
Q4 | $19K | Buy |
76
+9
| +13% | +$2.25K | ﹤0.01% | 309 |
|
|
2022
Q3 | $17K | Sell |
67
-9
| -12% | -$2.28K | ﹤0.01% | 333 |
|
|
2022
Q2 | $18K | Hold |
76
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $23K | Hold |
76
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $24K | Hold |
76
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $20K | Hold |
76
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $22K | Hold |
76
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $20K | Sell |
76
-16
| -17% | -$4.21K | ﹤0.01% | 485 |
|
|
2020
Q4 | $21K | Hold |
92
| – | – | ﹤0.01% | 436 |
|
|
2020
Q3 | $21K | Hold |
92
| – | – | ﹤0.01% | 394 |
|
|
2020
Q2 | $16K | Buy |
92
+18
| +24% | +$3.13K | ﹤0.01% | 428 |
|
|
2020
Q1 | $12K | Hold |
74
| – | – | ﹤0.01% | 433 |
|
|
2019
Q4 | $13K | Hold |
74
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $13K | Hold |
74
| – | – | ﹤0.01% | 447 |
|
|
2019
Q2 | $12K | Hold |
74
| – | – | ﹤0.01% | 479 |
|
|
2019
Q1 | $11K | Hold |
74
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $10K | Buy |
74
+23
| +45% | +$3.11K | ﹤0.01% | 481 |
|
|
2018
Q3 | $9K | Hold |
51
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $9K | Hold |
51
| – | – | ﹤0.01% | 549 |
|
|
2018
Q1 | $9K | Buy |
+51
| New | +$9K | ﹤0.01% | 532 |
|