Lindenwold Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
2,381
-5
| -0.2% | -$2.21K | 0.55% | 52 |
|
|
2025
Q1 | $1.21M | Sell |
2,386
-51
| -2% | -$25.9K | 0.68% | 46 |
|
|
2024
Q4 | $1.15M | Sell |
2,437
-93
| -4% | -$44.1K | 0.62% | 49 |
|
|
2024
Q3 | $1.24M | Buy |
2,530
+49
| +2% | +$24.1K | 0.63% | 48 |
|
|
2024
Q2 | $1.15M | Sell |
2,481
-63
| -2% | -$29.2K | 0.61% | 50 |
|
|
2024
Q1 | $1.1M | Sell |
2,544
-2
| -0.1% | -$864 | 0.59% | 50 |
|
|
2023
Q4 | $1.09M | Sell |
2,546
-17
| -0.7% | -$7.28K | 0.62% | 51 |
|
|
2023
Q3 | $968K | Buy |
2,563
+53
| +2% | +$20K | 0.6% | 50 |
|
|
2023
Q2 | $957K | Sell |
2,510
-674
| -21% | -$257K | 0.59% | 51 |
|
|
2023
Q1 | $1.01M | Buy |
3,184
+11
| +0.3% | +$3.5K | 0.63% | 49 |
|
|
2022
Q4 | $791K | Sell |
3,173
-379
| -11% | -$94.5K | 0.53% | 56 |
|
|
2022
Q3 | $914K | Buy |
3,552
+15
| +0.4% | +$3.86K | 0.68% | 53 |
|
|
2022
Q2 | $845K | Buy |
3,537
+43
| +1% | +$10.3K | 0.6% | 53 |
|
|
2022
Q1 | $1.06M | Buy |
3,494
+180
| +5% | +$54.8K | 0.65% | 51 |
|
|
2021
Q4 | $1.04M | Buy |
+3,314
| New | +$1.04M | 0.61% | 52 |
|