Knollwood Investment Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
2,523
| – | – | 0.11% | 176 |
|
|
2025
Q1 | $1.28M | Hold |
2,523
| – | – | 0.14% | 158 |
|
|
2024
Q4 | $1.2M | Hold |
2,523
| – | – | 0.13% | 167 |
|
|
2024
Q3 | $1.24M | Sell |
2,523
-74
| -3% | -$36.4K | 0.13% | 170 |
|
|
2024
Q2 | $1.2M | Buy |
2,597
+1,967
| +312% | +$911K | 0.13% | 165 |
|
|
2024
Q1 | $272K | Hold |
630
| – | – | 0.05% | 186 |
|
|
2023
Q4 | $270K | Buy |
+630
| New | +$270K | 0.06% | 181 |
|