Orion Capital 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 | $2.21K | Hold |
5
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $2.54K | Hold |
5
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $2.37K | Buy |
+5
| New | +$2.37K | ﹤0.01% | 422 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$2.32K | – | 409 |
|
|
2024
Q2 | $2.32K | Hold |
5
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $2.16K | Hold |
5
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $2.14K | Hold |
5
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $1.89K | Buy |
+5
| New | +$1.89K | ﹤0.01% | 444 |
|