Semanteon Capital Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
3,314
+2,606
| +368% | +$1.15M | 2.21% | 11 |
|
|
2025
Q1 | $360K | Sell |
708
-2,328
| -77% | -$1.18M | 0.2% | 184 |
|
|
2024
Q4 | $1.44M | Buy |
3,036
+723
| +31% | +$343K | 0.77% | 38 |
|
|
2024
Q3 | $1.14M | Buy |
2,313
+1,548
| +202% | +$761K | 0.77% | 48 |
|
|
2024
Q2 | $354K | Sell |
765
-2,278
| -75% | -$1.06M | 0.25% | 148 |
|
|
2024
Q1 | $1.31M | Buy |
+3,043
| New | +$1.31M | 0.84% | 20 |
|