Pathstone Holdings’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
9,863
-1,090
| -10% | -$481K | 0.02% | 595 |
|
|
2025
Q1 | $5.57M | Buy |
10,953
+593
| +6% | +$301K | 0.02% | 528 |
|
|
2024
Q4 | $4.92M | Buy |
10,360
+62
| +0.6% | +$29.4K | 0.02% | 545 |
|
|
2024
Q3 | $5.07M | Buy |
10,298
+409
| +4% | +$201K | 0.02% | 542 |
|
|
2024
Q2 | $4.58M | Buy |
9,889
+1,056
| +12% | +$489K | 0.02% | 559 |
|
|
2024
Q1 | $3.82M | Buy |
8,833
+2,875
| +48% | +$1.24M | 0.02% | 617 |
|
|
2023
Q4 | $2.55M | Buy |
+5,958
| New | +$2.55M | 0.01% | 656 |
|