Shaker Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,990
| Closed | -$1.52M | – | 116 |
|
|
2025
Q1 | $1.52M | Sell |
2,990
-69
| -2% | -$35.1K | 0.73% | 48 |
|
|
2024
Q4 | $1.45M | Sell |
3,059
-4,512
| -60% | -$2.14M | 0.61% | 48 |
|
|
2024
Q3 | $3.72M | Buy |
7,571
+12
| +0.2% | +$5.9K | 1.55% | 21 |
|
|
2024
Q2 | $3.5M | Sell |
7,559
-5
| -0.1% | -$2.32K | 1.52% | 19 |
|
|
2024
Q1 | $3.27M | Buy |
7,564
+24
| +0.3% | +$10.4K | 1.38% | 23 |
|
|
2023
Q4 | $3.23M | Buy |
7,540
+4
| +0.1% | +$1.71K | 1.51% | 21 |
|
|
2023
Q3 | $2.85M | Buy |
7,536
+5,564
| +282% | +$2.1M | 1.57% | 22 |
|
|
2023
Q2 | $752K | Buy |
+1,972
| New | +$752K | 0.38% | 66 |
|