Pin Oak Investment Advisors’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-15
Closed -$7K 504
2024
Q2
$7K Hold
15
0.01% 359
2024
Q1
$6K Hold
15
0.01% 375
2023
Q4
$6K Hold
15
0.01% 378
2023
Q3
$6K Hold
15
0.01% 366
2023
Q2
$6K Hold
15
0.01% 368
2023
Q1
$5K Hold
15
0.01% 368
2022
Q4
$4K Buy
+15
New +$3.94K ﹤0.01% 365
2019
Q3
Sell
-38
Closed -$6K 458
2019
Q2
$6K Buy
+38
New +$5.97K ﹤0.01% 400
2018
Q3
Sell
-5
Closed -$1K 451
2018
Q2
$1K Buy
+5
New +$910 ﹤0.01% 415

Other funds holding WSO

Pin Oak Investment Advisors's WSO Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of Watsco Inc (WSO) in Q3 2024, closing a stake of 15 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in WSO in Q2 2018 and held it in 9 quarters. The position peaked at $7K in Q2 2024. 786 funds tracked by Wall St. Rank hold WSO as of Q3 2024.

  • Pin Oak Investment Advisors reported no remaining Watsco Inc position as of Q3 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 15 Watsco Inc shares in Q3 2024, an estimated $7K.
  • Pin Oak Investment Advisors first reported a position in Watsco Inc in Q2 2018 and held it in 9 quarters.
  • Pin Oak Investment Advisors's Watsco Inc position peaked at $7K in Q2 2024.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.