SJS Investment Consulting’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Sell |
3
-3
| -50% | -$1.33K | ﹤0.01% | 719 |
|
|
2025
Q1 | $3.05K | Hold |
6
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $2.84K | Sell |
6
-2
| -25% | -$948 | ﹤0.01% | 574 |
|
|
2024
Q3 | $3.94K | Hold |
8
| – | – | ﹤0.01% | 546 |
|
|
2024
Q2 | $3.71K | Hold |
8
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $3.46K | Sell |
8
-1
| -11% | -$432 | ﹤0.01% | 553 |
|
|
2023
Q4 | $3.86K | Buy |
9
+1
| +13% | +$429 | ﹤0.01% | 449 |
|
|
2023
Q3 | $3.02K | Buy |
8
+1
| +14% | +$378 | ﹤0.01% | 479 |
|
|
2023
Q2 | $2.67K | Hold |
7
| – | – | ﹤0.01% | 495 |
|
|
2023
Q1 | $2.23K | Buy |
7
+1
| +17% | +$318 | ﹤0.01% | 568 |
|
|
2022
Q4 | $1.5K | Buy |
6
+3
| +100% | +$748 | ﹤0.01% | 759 |
|
|
2022
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 952 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1395 |
|