PMIA
Patrick Mauro Investment Advisor’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
27,004
+1,947
| +8% | +$822K | 6.45% | 3 |
|
|
2025
Q1 | $12.7M | Sell |
25,057
-437
| -2% | -$222K | 6.96% | 2 |
|
|
2024
Q4 | $12.1M | Sell |
25,494
-963
| -4% | -$456K | 6.9% | 2 |
|
|
2024
Q3 | $13M | Sell |
26,457
-230
| -0.9% | -$113K | 6.86% | 1 |
|
|
2024
Q2 | $12.4M | Sell |
26,687
-2,724
| -9% | -$1.26M | 7.18% | 1 |
|
|
2024
Q1 | $12.7M | Sell |
29,411
-348
| -1% | -$150K | 7.22% | 1 |
|
|
2023
Q4 | $12.8M | Sell |
29,759
-2,443
| -8% | -$1.05M | 7.59% | 1 |
|
|
2023
Q3 | $12.2M | Sell |
32,202
-851
| -3% | -$321K | 7.88% | 1 |
|
|
2023
Q2 | $12.6M | Sell |
33,053
-3,196
| -9% | -$1.22M | 7.77% | 1 |
|
|
2023
Q1 | $11.5M | Sell |
36,249
-2,152
| -6% | -$685K | 7.19% | 1 |
|
|
2022
Q4 | $9.58M | Buy |
38,401
+986
| +3% | +$246K | 6.2% | 1 |
|
|
2022
Q3 | $9.63M | Buy |
+37,415
| New | +$9.63M | 6.95% | 1 |
|