Laurie J. Hall Trustee’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60
| Closed | -$28K | – | 244 |
|
|
2024
Q4 | $28K | Hold |
60
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $30K | Hold |
60
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $28K | Hold |
60
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $26K | Hold |
60
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $26K | Hold |
60
| – | – | 0.01% | 211 |
|
|
2023
Q3 | $23K | Hold |
60
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $23K | Hold |
60
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $19K | Hold |
60
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $15K | Hold |
60
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $15K | Hold |
60
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $14K | Hold |
60
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $18K | Hold |
60
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $19K | Hold |
60
| – | – | 0.01% | 250 |
|
|
2021
Q3 | $16K | Hold |
60
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $17K | Hold |
60
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $16K | Hold |
60
| – | – | 0.01% | 277 |
|
|
2020
Q4 | $14K | Hold |
60
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $14K | Buy |
+60
| New | +$14K | 0.01% | 251 |
|
|
2019
Q4 | $17K | Hold |
95
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $16K | Hold |
95
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $16K | Hold |
95
| – | – | 0.01% | 244 |
|
|
2019
Q1 | $14K | Hold |
95
| – | – | 0.01% | 251 |
|
|
2018
Q4 | $14K | Hold |
95
| – | – | 0.01% | 251 |
|
|
2018
Q3 | $17K | Hold |
95
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $17K | Hold |
95
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $17K | Hold |
95
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $16K | Buy |
+95
| New | +$16K | 0.01% | 268 |
|