Sumitomo Mitsui Trust 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 | $30.1M | Buy |
68,227
+7
| +0% | +$3.09K | 0.02% | 583 |
|
|
2025
Q1 | $34.7M | Sell |
68,220
-417
| -0.6% | -$212K | 0.02% | 539 |
|
|
2024
Q4 | $32.5M | Buy |
68,637
+3,879
| +6% | +$1.84M | 0.02% | 564 |
|
|
2024
Q3 | $31.9M | Buy |
64,758
+1,074
| +2% | +$528K | 0.02% | 574 |
|
|
2024
Q2 | $29.5M | Sell |
63,684
-7,614
| -11% | -$3.53M | 0.02% | 568 |
|
|
2024
Q1 | $30.8M | Buy |
71,298
+818
| +1% | +$353K | 0.02% | 625 |
|
|
2023
Q4 | $30.2M | Sell |
70,480
-1,097
| -2% | -$470K | 0.02% | 618 |
|
|
2023
Q3 | $27M | Sell |
71,577
-6,407
| -8% | -$2.42M | 0.02% | 621 |
|
|
2023
Q2 | $29.7M | Buy |
+77,984
| New | +$29.7M | 0.02% | 612 |
|
|
2022
Q2 | – | Sell |
-7,219
| Closed | -$2.2M | – | 1267 |
|
|
2022
Q1 | $2.2M | Hold |
7,219
| – | – | ﹤0.01% | 943 |
|
|
2021
Q4 | $2.26M | Buy |
+7,219
| New | +$2.26M | ﹤0.01% | 920 |
|