Nixon Peabody Trust’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$284K | – | 162 |
|
|
2024
Q4 | $284K | Hold |
600
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $295K | Hold |
600
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $278K | Hold |
600
| – | – | 0.02% | 116 |
|
|
2024
Q1 | $259K | Hold |
600
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $257K | Hold |
600
| – | – | 0.03% | 115 |
|
|
2023
Q3 | $227K | Buy |
+600
| New | +$227K | 0.19% | 72 |
|