Jones Financial Companies’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,148
+1,155
| +58% | +$504K | ﹤0.01% | 882 |
|
|
2025
Q1 | $1M | Buy |
1,993
+815
| +69% | +$409K | ﹤0.01% | 862 |
|
|
2024
Q4 | $558K | Buy |
1,178
+527
| +81% | +$250K | ﹤0.01% | 953 |
|
|
2024
Q3 | $322K | Buy |
651
+282
| +76% | +$140K | ﹤0.01% | 979 |
|
|
2024
Q2 | $171K | Buy |
369
+238
| +182% | +$110K | ﹤0.01% | 881 |
|
|
2024
Q1 | $56.6K | Buy |
131
+112
| +589% | +$48.4K | ﹤0.01% | 707 |
|
|
2023
Q4 | $8.14K | Buy |
+19
| New | +$8.14K | ﹤0.01% | 705 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$2K | – | 792 |
|
|
2022
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 625 |
|
|
2022
Q2 | – | Sell |
-32
| Closed | -$10K | – | 846 |
|
|
2022
Q1 | $10K | Sell |
32
-17
| -35% | -$5.31K | ﹤0.01% | 512 |
|
|
2021
Q4 | $15K | Hold |
49
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $13K | Hold |
49
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $14K | Buy |
49
+19
| +63% | +$5.43K | ﹤0.01% | 443 |
|
|
2021
Q1 | $8K | Hold |
30
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 472 |
|