Procyon Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
3,029
-98
| -3% | -$43.3K | 0.13% | 153 |
|
|
2025
Q1 | $1.59M | Buy |
3,127
+184
| +6% | +$93.5K | 0.1% | 204 |
|
|
2024
Q4 | $1.39M | Sell |
2,943
-13
| -0.4% | -$6.16K | 0.09% | 202 |
|
|
2024
Q3 | $1.45M | Sell |
2,956
-196
| -6% | -$96.4K | 0.1% | 194 |
|
|
2024
Q2 | $1.46M | Sell |
3,152
-49
| -2% | -$22.7K | 0.11% | 181 |
|
|
2024
Q1 | $1.38M | Buy |
3,201
+15
| +0.5% | +$6.48K | 0.11% | 192 |
|
|
2023
Q4 | $1.37M | Buy |
3,186
+232
| +8% | +$99.4K | 0.12% | 180 |
|
|
2023
Q3 | $1.12M | Buy |
2,954
+948
| +47% | +$358K | 0.11% | 183 |
|
|
2023
Q2 | $765K | Buy |
2,006
+200
| +11% | +$76.3K | 0.1% | 195 |
|
|
2023
Q1 | $575K | Buy |
+1,806
| New | +$575K | 0.1% | 199 |
|