Jump Financial’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 |
-7,743
| Closed | -$3.94M | – | 2212 |
|
|
2025
Q1 | $3.94M | Buy |
7,743
+3,071
| +66% | +$1.56M | 0.05% | 384 |
|
|
2024
Q4 | $2.21M | Buy |
+4,672
| New | +$2.21M | 0.05% | 474 |
|
|
2024
Q3 | – | Sell |
-5,627
| Closed | -$2.61M | – | 2171 |
|
|
2024
Q2 | $2.61M | Sell |
5,627
-7,731
| -58% | -$3.58M | 0.05% | 446 |
|
|
2024
Q1 | $5.77M | Buy |
13,358
+9,356
| +234% | +$4.04M | 0.16% | 101 |
|
|
2023
Q4 | $1.71M | Buy |
+4,002
| New | +$1.71M | 0.05% | 447 |
|
|
2023
Q3 | – | Sell |
-1,925
| Closed | -$734K | – | 2295 |
|
|
2023
Q2 | $734K | Sell |
1,925
-4,377
| -69% | -$1.67M | 0.03% | 836 |
|
|
2023
Q1 | $2.01M | Buy |
6,302
+1,677
| +36% | +$534K | 0.08% | 361 |
|
|
2022
Q4 | $1.15M | Buy |
4,625
+3,141
| +212% | +$783K | 0.06% | 413 |
|
|
2022
Q3 | $382K | Sell |
1,484
-1,102
| -43% | -$284K | 0.01% | 1017 |
|
|
2022
Q2 | $618K | Sell |
2,586
-614
| -19% | -$147K | 0.03% | 757 |
|
|
2022
Q1 | $975K | Buy |
3,200
+1,100
| +52% | +$335K | 0.04% | 531 |
|
|
2021
Q4 | $657K | Buy |
+2,100
| New | +$657K | 0.04% | 540 |
|
|
2021
Q3 | – | Sell |
-3,100
| Closed | -$889K | – | 1551 |
|
|
2021
Q2 | $889K | Sell |
3,100
-600
| -16% | -$172K | 0.09% | 302 |
|
|
2021
Q1 | $965K | Buy |
+3,700
| New | +$965K | 0.09% | 237 |
|