Lindbrook Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $92.5K | Buy |
182
+98
| +117% | +$49.8K | 0.01% | 711 |
|
|
2024
Q4 | $39.8K | Sell |
84
-12
| -13% | -$5.69K | ﹤0.01% | 916 |
|
|
2024
Q3 | $47.2K | Sell |
96
-3
| -3% | -$1.48K | ﹤0.01% | 847 |
|
|
2024
Q2 | $45.9K | Buy |
99
+17
| +21% | +$7.88K | ﹤0.01% | 832 |
|
|
2024
Q1 | $35.4K | Buy |
82
+2
| +3% | +$864 | ﹤0.01% | 925 |
|
|
2023
Q4 | $34.3K | Buy |
80
+28
| +54% | +$12K | ﹤0.01% | 914 |
|
|
2023
Q3 | $19.6K | Sell |
52
-6
| -10% | -$2.27K | ﹤0.01% | 1068 |
|
|
2023
Q2 | $22.1K | Buy |
58
+2
| +4% | +$763 | ﹤0.01% | 1030 |
|
|
2023
Q1 | $17.8K | Buy |
56
+23
| +70% | +$7.32K | ﹤0.01% | 1127 |
|
|
2022
Q4 | $8.23K | Sell |
33
-25
| -43% | -$6.24K | ﹤0.01% | 1532 |
|
|
2022
Q3 | $15K | Buy |
58
+30
| +107% | +$7.76K | ﹤0.01% | 1147 |
|
|
2022
Q2 | $7K | Sell |
28
-4
| -13% | -$1K | ﹤0.01% | 1438 |
|
|
2022
Q1 | $10K | Buy |
32
+4
| +14% | +$1.25K | ﹤0.01% | 1296 |
|
|
2021
Q4 | $9K | Hold |
28
| – | – | ﹤0.01% | 1332 |
|
|
2021
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 1151 |
|
|
2021
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q1 | $7K | Buy |
28
+5
| +22% | +$1.25K | ﹤0.01% | 1173 |
|
|
2020
Q4 | $5K | Buy |
23
+21
| +1,050% | +$4.57K | ﹤0.01% | 1215 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1854 |
|