StoneX Group’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 |
-693
| Closed | -$352K | – | 1023 |
|
|
2025
Q1 | $352K | Buy |
693
+215
| +45% | +$109K | 0.02% | 570 |
|
|
2024
Q4 | $227K | Buy |
+478
| New | +$227K | 0.01% | 709 |
|
|
2023
Q4 | – | Sell |
-575
| Closed | -$217K | – | 464 |
|
|
2023
Q3 | $217K | Buy |
575
+4
| +0.7% | +$1.51K | 0.12% | 270 |
|
|
2023
Q2 | $218K | Sell |
571
-295
| -34% | -$113K | 0.12% | 273 |
|
|
2023
Q1 | $275K | Buy |
+866
| New | +$275K | 0.16% | 195 |
|
|
2022
Q3 | – | Sell |
-1,231
| Closed | -$294K | – | 523 |
|
|
2022
Q2 | $294K | Buy |
1,231
+425
| +53% | +$101K | 0.05% | 251 |
|
|
2022
Q1 | $246K | Sell |
806
-45
| -5% | -$13.7K | 0.02% | 463 |
|
|
2021
Q4 | $266K | Buy |
+851
| New | +$266K | 0.03% | 441 |
|