Savant 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 | $328K | Buy |
742
+96
| +15% | +$42.4K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $328K | Sell |
646
-1
| -0.2% | -$508 | ﹤0.01% | 1181 |
|
|
2024
Q4 | $306K | Sell |
647
-3
| -0.5% | -$1.42K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $320K | Buy |
650
+60
| +10% | +$29.5K | ﹤0.01% | 1058 |
|
|
2024
Q2 | $273K | Sell |
590
-17
| -3% | -$7.88K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $262K | Buy |
607
+24
| +4% | +$10.4K | ﹤0.01% | 941 |
|
|
2023
Q4 | $250K | Sell |
583
-76
| -12% | -$32.6K | ﹤0.01% | 747 |
|
|
2023
Q3 | $249K | Buy |
659
+62
| +10% | +$23.4K | ﹤0.01% | 707 |
|
|
2023
Q2 | $228K | Buy |
+597
| New | +$228K | ﹤0.01% | 708 |
|