Park Avenue Securities’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $573K | Buy |
+1,296
| New | +$573K | 0.01% | 1004 |
|
2025
Q1 | – | Sell |
-1,594
| Closed | -$755K | – | 1541 |
|
2024
Q4 | $755K | Sell |
1,594
-23
| -1% | -$10.9K | 0.01% | 891 |
|
2024
Q3 | $795K | Sell |
1,617
-93
| -5% | -$45.7K | 0.01% | 779 |
|
2024
Q2 | $792K | Sell |
1,710
-74
| -4% | -$34.3K | 0.01% | 774 |
|
2024
Q1 | $771K | Buy |
1,784
+36
| +2% | +$15.6K | 0.01% | 783 |
|
2023
Q4 | $749K | Buy |
1,748
+803
| +85% | +$344K | 0.01% | 738 |
|
2023
Q3 | $357K | Buy |
+945
| New | +$357K | 0.01% | 975 |
|