MCF 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 | $94.5K | Buy |
214
+68
| +47% | +$30K | 0.01% | 317 |
|
|
2025
Q1 | $74.2K | Sell |
146
-4
| -3% | -$2.03K | 0.01% | 348 |
|
|
2024
Q4 | $71.2K | Buy |
150
+35
| +30% | +$16.6K | 0.01% | 353 |
|
|
2024
Q3 | $56.6K | Buy |
115
+25
| +28% | +$12.3K | ﹤0.01% | 373 |
|
|
2024
Q2 | $41.7K | Hold |
90
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $38.9K | Buy |
+90
| New | +$38.9K | ﹤0.01% | 416 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | -$1K | – | 884 |
|
|
2022
Q3 | $1K | Sell |
3
-6
| -67% | -$2K | ﹤0.01% | 798 |
|
|
2022
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 618 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 514 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 510 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$6K | – | 510 |
|
|
2018
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 388 |
|
|
2018
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 373 |
|
|
2018
Q1 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 371 |
|