Kodai Capital Management’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,511	Closed	-$9.5M	–	196
2024 Q2	$9.5M	Buy	+20,511	New	+$9.5M	0.18%	82
2024 Q1	–	Sell	-41,834	Closed	-$17.9M	–	143
2023 Q4	$17.9M	Buy	+41,834	New	+$17.9M	0.37%	73