Institutional & Family Asset Management’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.2K | Sell |
22
-9
| -29% | -$4.11K | ﹤0.01% | 415 |
|
|
2024
Q1 | $13.4K | Hold |
31
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $13.3K | Hold |
31
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $11.7K | Hold |
31
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $11.8K | Hold |
31
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $9.86K | Sell |
31
-45
| -59% | -$13.2K | ﹤0.01% | 384 |
|
|
2022
Q4 | $19K | Buy |
76
+9
| +13% | +$2.37K | ﹤0.01% | 310 |
|
|
2022
Q3 | $17K | Sell |
67
-9
| -12% | -$2.44K | ﹤0.01% | 334 |
|
|
2022
Q2 | $18K | Hold |
76
| – | – | ﹤0.01% | 325 |
|
|
2022
Q1 | $23K | Hold |
76
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $24K | Hold |
76
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $20K | Hold |
76
| – | – | ﹤0.01% | 455 |
|
|
2021
Q2 | $22K | Hold |
76
| – | – | ﹤0.01% | 467 |
|
|
2021
Q1 | $20K | Sell |
76
-16
| -17% | -$3.94K | ﹤0.01% | 486 |
|
|
2020
Q4 | $21K | Hold |
92
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $21K | Hold |
92
| – | – | ﹤0.01% | 396 |
|
|
2020
Q2 | $16K | Buy |
92
+18
| +24% | +$2.98K | ﹤0.01% | 429 |
|
|
2020
Q1 | $12K | Hold |
74
| – | – | ﹤0.01% | 435 |
|
|
2019
Q4 | $13K | Hold |
74
| – | – | ﹤0.01% | 481 |
|
|
2019
Q3 | $13K | Hold |
74
| – | – | ﹤0.01% | 448 |
|
|
2019
Q2 | $12K | Hold |
74
| – | – | ﹤0.01% | 480 |
|
|
2019
Q1 | $11K | Hold |
74
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $10K | Buy |
74
+23
| +45% | +$3.51K | ﹤0.01% | 482 |
|
|
2018
Q3 | $9K | Hold |
51
| – | – | ﹤0.01% | 548 |
|
|
2018
Q2 | $9K | Hold |
51
| – | – | ﹤0.01% | 550 |
|
|
2018
Q1 | $9K | Buy |
+51
| New | +$8.84K | ﹤0.01% | 533 |
|
Other funds holding WSO
