Mattern Capital 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 | $674K | Buy |
1,526
+308
| +25% | +$136K | 0.08% | 128 |
|
|
2025
Q1 | $619K | Buy |
1,218
+58
| +5% | +$29.5K | 0.08% | 123 |
|
|
2024
Q4 | $550K | Buy |
1,160
+51
| +5% | +$24.2K | 0.07% | 119 |
|
|
2024
Q3 | $545K | Buy |
1,109
+105
| +10% | +$51.6K | 0.07% | 110 |
|
|
2024
Q2 | $465K | Buy |
1,004
+185
| +23% | +$85.7K | 0.06% | 115 |
|
|
2024
Q1 | $354K | Buy |
+819
| New | +$354K | 0.05% | 127 |
|