NBC Securities’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
1,191
+65
| +6% | +$28.7K | 0.04% | 464 |
|
|
2025
Q1 | $572K | Buy |
1,126
+1,125
| +112,500% | +$571K | 0.05% | 404 |
|
|
2024
Q4 | $614 | Sell |
1
-1,297
| -100% | -$796K | 0.06% | 386 |
|
|
2024
Q3 | $638K | Sell |
1,298
-79
| -6% | -$38.8K | 0.05% | 382 |
|
|
2024
Q2 | $637K | Sell |
1,377
-277
| -17% | -$128K | 0.06% | 355 |
|
|
2024
Q1 | $714K | Sell |
1,654
-13
| -0.8% | -$5.61K | 0.07% | 332 |
|
|
2023
Q4 | $714K | Sell |
1,667
-317
| -16% | -$136K | 0.07% | 294 |
|
|
2023
Q3 | $749K | Buy |
+1,984
| New | +$749K | 0.08% | 258 |
|