Mayflower Financial 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 | $628K | Sell |
1,421
-1
| -0.1% | -$442 | 0.09% | 204 |
|
|
2025
Q1 | $723K | Sell |
1,422
-81
| -5% | -$41.2K | 0.11% | 179 |
|
|
2024
Q4 | $712K | Sell |
1,503
-326
| -18% | -$154K | 0.11% | 176 |
|
|
2024
Q3 | $900K | Buy |
1,829
+2
| +0.1% | +$984 | 0.14% | 148 |
|
|
2024
Q2 | $846K | Buy |
1,827
+1
| +0.1% | +$463 | 0.14% | 148 |
|
|
2024
Q1 | $789K | Sell |
1,826
-148
| -7% | -$63.9K | 0.13% | 158 |
|
|
2023
Q4 | $846K | Sell |
1,974
-44
| -2% | -$18.9K | 0.12% | 145 |
|
|
2023
Q3 | $762K | Sell |
2,018
-316
| -14% | -$119K | 0.11% | 144 |
|
|
2023
Q2 | $890K | Buy |
2,334
+1,482
| +174% | +$565K | 0.12% | 141 |
|
|
2023
Q1 | $271K | Sell |
852
-263
| -24% | -$83.7K | 0.04% | 282 |
|
|
2022
Q4 | $278K | Buy |
+1,115
| New | +$278K | 0.04% | 274 |
|
|
2022
Q2 | – | Sell |
-728
| Closed | -$222K | – | 372 |
|
|
2022
Q1 | $222K | Sell |
728
-100
| -12% | -$30.5K | 0.03% | 318 |
|
|
2021
Q4 | $259K | Hold |
828
| – | – | 0.03% | 287 |
|
|
2021
Q3 | $237K | Hold |
828
| – | – | 0.03% | 295 |
|
|
2021
Q2 | $237K | Hold |
828
| – | – | 0.03% | 279 |
|
|
2021
Q1 | $216K | Buy |
+828
| New | +$216K | 0.03% | 269 |
|