Oppenheimer & Co’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
9,968
-126
| -1% | -$55.6K | 0.06% | 348 |
|
|
2025
Q1 | $5.13M | Buy |
10,094
+783
| +8% | +$398K | 0.08% | 281 |
|
|
2024
Q4 | $4.41M | Buy |
9,311
+813
| +10% | +$385K | 0.07% | 320 |
|
|
2024
Q3 | $4.18M | Sell |
8,498
-202
| -2% | -$99.4K | 0.06% | 330 |
|
|
2024
Q2 | $4.03M | Buy |
8,700
+754
| +9% | +$349K | 0.06% | 315 |
|
|
2024
Q1 | $3.43M | Buy |
7,946
+33
| +0.4% | +$14.3K | 0.06% | 359 |
|
|
2023
Q4 | $3.39M | Sell |
7,913
-57
| -0.7% | -$24.4K | 0.06% | 349 |
|
|
2023
Q3 | $3.01M | Buy |
7,970
+58
| +0.7% | +$21.9K | 0.06% | 342 |
|
|
2023
Q2 | $3.02M | Buy |
7,912
+249
| +3% | +$95K | 0.06% | 366 |
|
|
2023
Q1 | $2.44M | Buy |
7,663
+18
| +0.2% | +$5.73K | 0.05% | 398 |
|
|
2022
Q4 | $1.91M | Sell |
7,645
-411
| -5% | -$103K | 0.04% | 459 |
|
|
2022
Q3 | $2.07M | Sell |
8,056
-44
| -0.5% | -$11.3K | 0.05% | 417 |
|
|
2022
Q2 | $1.93M | Buy |
8,100
+307
| +4% | +$73.3K | 0.04% | 474 |
|
|
2022
Q1 | $2.37M | Buy |
7,793
+16
| +0.2% | +$4.87K | 0.04% | 455 |
|
|
2021
Q4 | $2.43M | Buy |
7,777
+3
| +0% | +$939 | 0.04% | 455 |
|
|
2021
Q3 | $2.06M | Buy |
+7,774
| New | +$2.06M | 0.04% | 501 |
|