Norden Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $966K | Sell |
2,188
-92
| -4% | -$40.6K | 0.1% | 188 |
|
2025
Q1 | $1.16M | Sell |
2,280
-12
| -0.5% | -$6.1K | 0.13% | 148 |
|
2024
Q4 | $1.09M | Sell |
2,292
-34
| -1% | -$16.1K | 0.12% | 172 |
|
2024
Q3 | $1.14M | Buy |
2,326
+626
| +37% | +$308K | 0.14% | 167 |
|
2024
Q2 | $788K | Sell |
1,700
-129
| -7% | -$59.8K | 0.16% | 140 |
|
2024
Q1 | $790K | Buy |
+1,829
| New | +$790K | 0.16% | 148 |
|
2023
Q4 | – | Sell |
-1,771
| Closed | -$669K | – | 303 |
|
2023
Q3 | $669K | Buy |
+1,771
| New | +$669K | 0.22% | 108 |
|