Saturna Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
3,051
-212
| -6% | -$93.6K | 0.02% | 91 |
|
|
2025
Q1 | $1.66M | Hold |
3,263
| – | – | 0.02% | 83 |
|
|
2024
Q4 | $1.55M | Buy |
3,263
+284
| +10% | +$135K | 0.02% | 85 |
|
|
2024
Q3 | $1.47M | Buy |
2,979
+89
| +3% | +$43.8K | 0.02% | 91 |
|
|
2024
Q2 | $1.34M | Sell |
2,890
-333
| -10% | -$154K | 0.02% | 99 |
|
|
2024
Q1 | $1.39M | Buy |
3,223
+818
| +34% | +$353K | 0.02% | 103 |
|
|
2023
Q4 | $1.03M | Buy |
2,405
+917
| +62% | +$393K | 0.02% | 109 |
|
|
2023
Q3 | $562K | Buy |
1,488
+230
| +18% | +$86.9K | 0.01% | 131 |
|
|
2023
Q2 | $480K | Buy |
1,258
+70
| +6% | +$26.7K | 0.01% | 129 |
|
|
2023
Q1 | $378K | Buy |
+1,188
| New | +$378K | 0.01% | 133 |
|