Triad Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $335K | Buy |
776
+8
| +1% | +$3.46K | 0.41% | 33 |
|
|
2023
Q4 | $329K | Buy |
768
+54
| +8% | +$23.1K | 0.43% | 33 |
|
|
2023
Q3 | $270K | Hold |
714
| – | – | 0.39% | 38 |
|
|
2023
Q2 | $272K | Hold |
714
| – | – | 0.38% | 44 |
|
|
2023
Q1 | $227K | Buy |
+714
| New | +$227K | 0.33% | 44 |
|
|
2022
Q2 | – | Sell |
-659
| Closed | -$201K | – | 62 |
|
|
2022
Q1 | $201K | Hold |
659
| – | – | 0.19% | 58 |
|
|
2021
Q4 | $206K | Buy |
+659
| New | +$206K | 0.19% | 58 |
|