MLL
Moody Lynn & Lieberson’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
1,541
-10
| -0.6% | -$4.42K | 0.04% | 155 |
|
|
2025
Q1 | $788K | Hold |
1,551
| – | – | 0.05% | 135 |
|
|
2024
Q4 | $735K | Buy |
1,551
+8
| +0.5% | +$3.79K | 0.05% | 138 |
|
|
2024
Q3 | $759K | Hold |
1,543
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $715K | Sell |
1,543
-35
| -2% | -$16.2K | 0.05% | 139 |
|
|
2024
Q1 | $682K | Sell |
1,578
-33
| -2% | -$14.3K | 0.05% | 140 |
|
|
2023
Q4 | $690K | Buy |
1,611
+5
| +0.3% | +$2.14K | 0.05% | 136 |
|
|
2023
Q3 | $607K | Sell |
1,606
-3
| -0.2% | -$1.13K | 0.05% | 132 |
|
|
2023
Q2 | $614K | Sell |
1,609
-34
| -2% | -$13K | 0.05% | 137 |
|
|
2023
Q1 | $523K | Buy |
1,643
+18
| +1% | +$5.73K | 0.05% | 150 |
|
|
2022
Q4 | $405K | Sell |
1,625
-67
| -4% | -$16.7K | 0.04% | 174 |
|
|
2022
Q3 | $436K | Sell |
1,692
-38
| -2% | -$9.79K | 0.04% | 151 |
|
|
2022
Q2 | $413K | Buy |
1,730
+70
| +4% | +$16.7K | 0.04% | 163 |
|
|
2022
Q1 | $506K | Buy |
1,660
+19
| +1% | +$5.79K | 0.04% | 149 |
|
|
2021
Q4 | $513K | Buy |
1,641
+5
| +0.3% | +$1.56K | 0.03% | 165 |
|
|
2021
Q3 | $433K | Sell |
1,636
-163
| -9% | -$43.1K | 0.03% | 166 |
|
|
2021
Q2 | $516K | Hold |
1,799
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $469K | Buy |
1,799
+6
| +0.3% | +$1.56K | 0.04% | 161 |
|
|
2020
Q4 | $406K | Buy |
1,793
+78
| +5% | +$17.7K | 0.03% | 159 |
|
|
2020
Q3 | $399K | Buy |
+1,715
| New | +$399K | 0.04% | 149 |
|
|
2020
Q1 | – | Sell |
-4,062
| Closed | -$732K | – | 203 |
|
|
2019
Q4 | $732K | Buy |
+4,062
| New | +$732K | 0.07% | 129 |
|