LOAMU
Lombard Odier Asset Management (USA)’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
8,493
+5,476
| +182% | +$2.42M | 0.29% | 15 |
|
|
2025
Q1 | $1.53M | Buy |
3,017
+1,368
| +83% | +$695K | 0.12% | 62 |
|
|
2024
Q4 | $781K | Buy |
+1,649
| New | +$781K | 0.06% | 96 |
|
|
2021
Q2 | – | Sell |
-1,371
| Closed | -$357K | – | 317 |
|
|
2021
Q1 | $357K | Buy |
+1,371
| New | +$357K | 0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-9,000
| Closed | -$1.62M | – | 230 |
|
|
2019
Q4 | $1.62M | Sell |
9,000
-4,400
| -33% | -$792K | 0.14% | 111 |
|
|
2019
Q3 | $2.27M | Buy |
+13,400
| New | +$2.27M | 0.22% | 74 |
|