Longfellow Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883 | Hold |
2
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $1.02K | Hold |
2
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $948 | Hold |
2
| – | – | ﹤0.01% | 259 |
|
|
2024
Q3 | $984 | Hold |
2
| – | – | ﹤0.01% | 242 |
|
|
2024
Q2 | $926 | Hold |
2
| – | – | ﹤0.01% | 237 |
|
|
2024
Q1 | $864 | Hold |
2
| – | – | ﹤0.01% | 254 |
|
|
2023
Q4 | $857 | Hold |
2
| – | – | ﹤0.01% | 233 |
|
|
2023
Q3 | $755 | Hold |
2
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $763 | Hold |
2
| – | – | ﹤0.01% | 254 |
|
|
2023
Q1 | $636 | Sell |
2
-863
| -100% | -$274K | ﹤0.01% | 262 |
|
|
2022
Q4 | $216K | Buy |
865
+1
| +0.1% | +$249 | 0.05% | 150 |
|
|
2022
Q3 | $222K | Hold |
864
| – | – | 0.05% | 172 |
|
|
2022
Q2 | $208K | Hold |
864
| – | – | 0.04% | 184 |
|
|
2022
Q1 | $264K | Hold |
864
| – | – | 0.04% | 196 |
|
|
2021
Q4 | $271K | Hold |
864
| – | – | 0.04% | 193 |
|
|
2021
Q3 | $229K | Hold |
864
| – | – | 0.04% | 219 |
|
|
2021
Q2 | $248K | Sell |
864
-461
| -35% | -$132K | 0.04% | 223 |
|
|
2021
Q1 | $346K | Sell |
1,325
-195
| -13% | -$50.9K | 0.04% | 271 |
|
|
2020
Q4 | $346K | Buy |
+1,520
| New | +$346K | 0.04% | 221 |
|