Simon Quick Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
1,004
+104
| +12% | +$45.9K | 0.02% | 474 |
|
|
2025
Q1 | $458K | Buy |
900
+92
| +11% | +$46.8K | 0.03% | 318 |
|
|
2024
Q4 | $383K | Buy |
808
+109
| +16% | +$51.7K | 0.02% | 302 |
|
|
2024
Q3 | $344K | Buy |
699
+14
| +2% | +$6.89K | 0.02% | 291 |
|
|
2024
Q2 | $317K | Buy |
685
+61
| +10% | +$28.3K | 0.02% | 276 |
|
|
2024
Q1 | $270K | Buy |
624
+62
| +11% | +$26.8K | 0.02% | 326 |
|
|
2023
Q4 | $241K | Sell |
562
-8
| -1% | -$3.43K | 0.02% | 278 |
|
|
2023
Q3 | $215K | Buy |
+570
| New | +$215K | 0.02% | 297 |
|
|
2020
Q4 | – | Sell |
-9
| Closed | -$2K | – | 560 |
|
|
2020
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 415 |
|