Tortoise Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Buy |
+3
| New | +$1.33K | ﹤0.01% | 887 |
|
|
2025
Q1 | – | Sell |
-148
| Closed | -$70.1K | – | 876 |
|
|
2024
Q4 | $70.1K | Buy |
148
+64
| +76% | +$30.3K | 0.01% | 362 |
|
|
2024
Q3 | $41.3K | Buy |
84
+10
| +14% | +$4.92K | ﹤0.01% | 443 |
|
|
2024
Q2 | $34.3K | Buy |
74
+32
| +76% | +$14.8K | ﹤0.01% | 449 |
|
|
2024
Q1 | $18.1K | Buy |
+42
| New | +$18.1K | ﹤0.01% | 526 |
|