J.W. Coons Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
3,047
-32
| -1% | -$14.1K | 0.3% | 79 |
|
|
2025
Q1 | $1.57M | Buy |
3,079
+5
| +0.2% | +$2.54K | 0.41% | 64 |
|
|
2024
Q4 | $1.46M | Buy |
3,074
+75
| +3% | +$35.5K | 0.37% | 65 |
|
|
2024
Q3 | $1.48M | Buy |
2,999
+20
| +0.7% | +$9.84K | 0.37% | 65 |
|
|
2024
Q2 | $1.38M | Buy |
2,979
+65
| +2% | +$30.1K | 0.33% | 64 |
|
|
2024
Q1 | $1.26M | Buy |
2,914
+288
| +11% | +$124K | 0.28% | 73 |
|
|
2023
Q4 | $1.13M | Hold |
2,626
| – | – | 0.3% | 79 |
|
|
2023
Q3 | $992K | Sell |
2,626
-100
| -4% | -$37.8K | 0.29% | 84 |
|
|
2023
Q2 | $1.04M | Buy |
2,726
+135
| +5% | +$51.5K | 0.28% | 84 |
|
|
2023
Q1 | $824K | Buy |
2,591
+230
| +10% | +$73.2K | 0.24% | 96 |
|
|
2022
Q4 | $589K | Buy |
2,361
+330
| +16% | +$82.3K | 0.18% | 126 |
|
|
2022
Q3 | $523K | Buy |
2,031
+260
| +15% | +$67K | 0.2% | 130 |
|
|
2022
Q2 | $427K | Sell |
1,771
-348
| -16% | -$83.9K | 0.15% | 153 |
|
|
2022
Q1 | $647K | Buy |
2,119
+30
| +1% | +$9.16K | 0.19% | 130 |
|
|
2021
Q4 | $655K | Buy |
2,089
+114
| +6% | +$35.7K | 0.2% | 126 |
|
|
2021
Q3 | $525K | Buy |
1,975
+590
| +43% | +$157K | 0.18% | 136 |
|
|
2021
Q2 | $396K | Buy |
1,385
+162
| +13% | +$46.3K | 0.14% | 158 |
|
|
2021
Q1 | $322K | Buy |
+1,223
| New | +$322K | 0.12% | 165 |
|