Trust Company of Vermont’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
238
+22
| +10% | +$9.72K | ﹤0.01% | 424 |
|
|
2025
Q1 | $110K | Sell |
216
-6
| -3% | -$3.05K | 0.01% | 406 |
|
|
2024
Q4 | $105K | Hold |
222
| – | – | 0.01% | 413 |
|
|
2024
Q3 | $109K | Hold |
222
| – | – | 0.01% | 397 |
|
|
2024
Q2 | $103K | Hold |
222
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $95.9K | Hold |
222
| – | – | 0.01% | 391 |
|
|
2023
Q4 | $95.1K | Hold |
222
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $83.9K | Hold |
222
| – | – | 0.01% | 387 |
|
|
2023
Q2 | $84.7K | Sell |
222
-76
| -26% | -$29K | 0.01% | 411 |
|
|
2023
Q1 | $94.8K | Buy |
+298
| New | +$94.8K | 0.01% | 403 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$4K | – | 997 |
|
|
2022
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 867 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 794 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 747 |
|
|
2019
Q4 | – | Sell |
-15
| Closed | -$3K | – | 970 |
|
|
2019
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 910 |
|