Jag Capital Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-773
| Closed | -$393K | – | 144 |
|
|
2025
Q1 | $393K | Buy |
773
+3
| +0.4% | +$1.53K | 0.05% | 86 |
|
|
2024
Q4 | $365K | Sell |
770
-61
| -7% | -$28.9K | 0.05% | 82 |
|
|
2024
Q3 | $409K | Buy |
831
+121
| +17% | +$59.5K | 0.05% | 79 |
|
|
2024
Q2 | $329K | Sell |
710
-4
| -0.6% | -$1.85K | 0.05% | 86 |
|
|
2024
Q1 | $308K | Hold |
714
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $306K | Sell |
714
-90
| -11% | -$38.6K | 0.05% | 103 |
|
|
2023
Q3 | $304K | Buy |
804
+137
| +21% | +$51.7K | 0.04% | 143 |
|
|
2023
Q2 | $254K | Hold |
667
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $212K | Buy |
+667
| New | +$212K | 0.03% | 158 |
|