TD Private Client Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
4,558
-284
| -6% | -$125K | 0.05% | 236 |
|
|
2025
Q1 | $2.46M | Sell |
4,842
-140
| -3% | -$71.2K | 0.07% | 195 |
|
|
2024
Q4 | $2.36M | Sell |
4,982
-139
| -3% | -$65.9K | 0.07% | 207 |
|
|
2024
Q3 | $2.52M | Buy |
5,121
+6
| +0.1% | +$2.95K | 0.07% | 209 |
|
|
2024
Q2 | $2.37M | Sell |
5,115
-108
| -2% | -$50K | 0.07% | 204 |
|
|
2024
Q1 | $2.26M | Buy |
5,223
+67
| +1% | +$28.9K | 0.07% | 214 |
|
|
2023
Q4 | $2.21M | Sell |
5,156
-163
| -3% | -$69.8K | 0.08% | 196 |
|
|
2023
Q3 | $2.01M | Sell |
5,319
-1,278
| -19% | -$483K | 0.09% | 206 |
|
|
2023
Q2 | $2.52M | Sell |
6,597
-21
| -0.3% | -$8.01K | 0.11% | 187 |
|
|
2023
Q1 | $2.11M | Sell |
6,618
-120
| -2% | -$38.2K | 0.09% | 214 |
|
|
2022
Q4 | $1.68M | Sell |
6,738
-322
| -5% | -$80.3K | 0.08% | 244 |
|
|
2022
Q3 | $1.82M | Sell |
7,060
-15
| -0.2% | -$3.86K | 0.09% | 223 |
|
|
2022
Q2 | $1.69M | Buy |
7,075
+6,440
| +1,014% | +$1.54M | 0.08% | 233 |
|
|
2022
Q1 | $193K | Sell |
635
-1,241
| -66% | -$378K | 0.01% | 548 |
|
|
2021
Q4 | $587K | Sell |
1,876
-703
| -27% | -$220K | 0.02% | 400 |
|
|
2021
Q3 | $683K | Sell |
2,579
-476
| -16% | -$126K | 0.03% | 371 |
|
|
2021
Q2 | $876K | Buy |
3,055
+98
| +3% | +$28.1K | 0.04% | 340 |
|
|
2021
Q1 | $771K | Sell |
2,957
-77
| -3% | -$20.1K | 0.04% | 339 |
|
|
2020
Q4 | $687K | Sell |
3,034
-85
| -3% | -$19.3K | 0.03% | 339 |
|
|
2020
Q3 | $726K | Sell |
3,119
-12
| -0.4% | -$2.8K | 0.04% | 321 |
|
|
2020
Q2 | $556K | Sell |
3,131
-548
| -15% | -$97.4K | 0.03% | 346 |
|
|
2020
Q1 | $581K | Buy |
3,679
+993
| +37% | +$157K | 0.04% | 306 |
|
|
2019
Q4 | $484K | Buy |
+2,686
| New | +$484K | 0.03% | 353 |
|