MAM
Mirabaud Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
3,691
+1,001
| +37% | +$437K | 0.75% | 30 |
|
|
2025
Q1 | $1.35M | Sell |
2,690
-476
| -15% | -$239K | 0.71% | 35 |
|
|
2024
Q4 | $1.5M | Sell |
3,166
-279
| -8% | -$132K | 0.7% | 34 |
|
|
2024
Q3 | $1.71M | Buy |
3,445
+735
| +27% | +$365K | 0.71% | 37 |
|
|
2024
Q2 | $1.26M | Sell |
2,710
-399
| -13% | -$185K | 0.58% | 36 |
|
|
2024
Q1 | $1.34M | Sell |
3,109
-14,422
| -82% | -$6.23M | 0.54% | 37 |
|
|
2023
Q4 | $7.51M | Buy |
+17,531
| New | +$7.51M | 3.22% | 16 |
|