Mather Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-287
| Closed | -$146K | – | 1729 |
|
|
2025
Q1 | $146K | Buy |
287
+9
| +3% | +$4.57K | ﹤0.01% | 671 |
|
|
2024
Q4 | $132K | Buy |
278
+19
| +7% | +$9K | ﹤0.01% | 682 |
|
|
2024
Q3 | $127K | Sell |
259
-34
| -12% | -$16.7K | ﹤0.01% | 684 |
|
|
2024
Q2 | $127K | Buy |
293
+27
| +10% | +$11.7K | ﹤0.01% | 737 |
|
|
2024
Q1 | $114K | Buy |
+266
| New | +$114K | ﹤0.01% | 669 |
|