OAM
Ostrum Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
230
-5
| -2% | -$2.21K | ﹤0.01% | 544 |
|
|
2025
Q1 | $119K | Sell |
235
-7
| -3% | -$3.56K | 0.01% | 551 |
|
|
2024
Q4 | $115K | Sell |
242
-8
| -3% | -$3.79K | 0.01% | 573 |
|
|
2024
Q3 | $123K | Sell |
250
-979
| -80% | -$482K | 0.01% | 542 |
|
|
2024
Q2 | $569K | Sell |
1,229
-95
| -7% | -$44K | 0.05% | 377 |
|
|
2024
Q1 | $572K | Hold |
1,324
| – | – | 0.05% | 419 |
|
|
2023
Q4 | $567K | Sell |
1,324
-524
| -28% | -$225K | 0.05% | 396 |
|
|
2023
Q3 | $698K | Buy |
1,848
+1,514
| +453% | +$572K | 0.06% | 383 |
|
|
2023
Q2 | $127K | Buy |
+334
| New | +$127K | 0.01% | 572 |
|