Northwestern Mutual Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
789
-89
| -10% | -$39.3K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $446K | Sell |
878
-161
| -15% | -$81.8K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $492K | Buy |
1,039
+239
| +30% | +$113K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $394K | Sell |
800
-1,234
| -61% | -$607K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $942K | Sell |
2,034
-5,757
| -74% | -$2.67M | ﹤0.01% | 1043 |
|
|
2024
Q1 | $3.37M | Sell |
7,791
-202
| -3% | -$87.3K | ﹤0.01% | 660 |
|
|
2023
Q4 | $3.42M | Buy |
7,993
+1,345
| +20% | +$576K | ﹤0.01% | 625 |
|
|
2023
Q3 | $2.51M | Sell |
6,648
-708
| -10% | -$267K | ﹤0.01% | 668 |
|
|
2023
Q2 | $2.81M | Buy |
7,356
+63
| +0.9% | +$24K | ﹤0.01% | 627 |
|
|
2023
Q1 | $2.32M | Buy |
7,293
+187
| +3% | +$59.5K | ﹤0.01% | 647 |
|
|
2022
Q4 | $1.77M | Buy |
7,106
+227
| +3% | +$56.6K | ﹤0.01% | 695 |
|
|
2022
Q3 | $1.77M | Buy |
6,879
+85
| +1% | +$21.9K | ﹤0.01% | 658 |
|
|
2022
Q2 | $1.62M | Sell |
6,794
-3,623
| -35% | -$865K | ﹤0.01% | 675 |
|
|
2022
Q1 | $3.17M | Sell |
10,417
-115
| -1% | -$35K | 0.01% | 531 |
|
|
2021
Q4 | $3.3M | Buy |
10,532
+663
| +7% | +$207K | 0.01% | 500 |
|
|
2021
Q3 | $2.61M | Buy |
9,869
+2,438
| +33% | +$645K | ﹤0.01% | 512 |
|
|
2021
Q2 | $2.13M | Buy |
7,431
+4,785
| +181% | +$1.37M | ﹤0.01% | 550 |
|
|
2021
Q1 | $689K | Buy |
2,646
+1,300
| +97% | +$339K | ﹤0.01% | 818 |
|
|
2020
Q4 | $306K | Sell |
1,346
-139
| -9% | -$31.6K | ﹤0.01% | 997 |
|
|
2020
Q3 | $346K | Buy |
1,485
+321
| +28% | +$74.8K | ﹤0.01% | 856 |
|
|
2020
Q2 | $207K | Sell |
1,164
-227
| -16% | -$40.4K | ﹤0.01% | 959 |
|
|
2020
Q1 | $220K | Buy |
1,391
+307
| +28% | +$48.6K | ﹤0.01% | 855 |
|
|
2019
Q4 | $195K | Buy |
1,084
+527
| +95% | +$94.8K | ﹤0.01% | 965 |
|
|
2019
Q3 | $94K | Buy |
557
+110
| +25% | +$18.6K | ﹤0.01% | 1182 |
|
|
2019
Q2 | $73K | Sell |
447
-21
| -4% | -$3.43K | ﹤0.01% | 1256 |
|
|
2019
Q1 | $67K | Buy |
468
+51
| +12% | +$7.3K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $58K | Sell |
417
-60
| -13% | -$8.35K | ﹤0.01% | 1188 |
|
|
2018
Q3 | $85K | Buy |
477
+57
| +14% | +$10.2K | ﹤0.01% | 1102 |
|
|
2018
Q2 | $75K | Buy |
420
+39
| +10% | +$6.96K | ﹤0.01% | 1091 |
|
|
2018
Q1 | $69K | Sell |
381
-18
| -5% | -$3.26K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $68K | Buy |
399
+91
| +30% | +$15.5K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $50K | Sell |
308
-51
| -14% | -$8.28K | ﹤0.01% | 1123 |
|
|
2017
Q2 | $56K | Buy |
359
+265
| +282% | +$41.3K | ﹤0.01% | 1053 |
|
|
2017
Q1 | $14K | Buy |
94
+18
| +24% | +$2.68K | ﹤0.01% | 1449 |
|
|
2016
Q4 | $11K | Buy |
+76
| New | +$11K | ﹤0.01% | 1589 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$28K | – | 1541 |
|
|
2016
Q2 | $28K | Buy |
200
+19
| +10% | +$2.66K | ﹤0.01% | 1064 |
|
|
2016
Q1 | $24K | Buy |
+181
| New | +$24K | ﹤0.01% | 1129 |
|
|
2015
Q3 | – | Sell |
-30
| Closed | -$4K | – | 1856 |
|
|
2015
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 1170 |
|
|
2014
Q1 | – | Sell |
-8
| Closed | -$1K | – | 1478 |
|
|
2013
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1325 |
|
|
2013
Q3 | – | Sell |
-280
| Closed | -$24K | – | 1487 |
|
|
2013
Q2 | $24K | Buy |
+280
| New | +$24K | ﹤0.01% | 675 |
|