UMB Bank’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
3,861
+23
| +0.6% | +$10.2K | 0.03% | 257 |
|
|
2025
Q1 | $1.95M | Buy |
3,838
+192
| +5% | +$97.6K | 0.03% | 235 |
|
|
2024
Q4 | $1.73M | Buy |
3,646
+62
| +2% | +$29.4K | 0.03% | 250 |
|
|
2024
Q3 | $1.76M | Buy |
3,584
+73
| +2% | +$35.9K | 0.03% | 256 |
|
|
2024
Q2 | $1.63M | Sell |
3,511
-90
| -2% | -$41.7K | 0.03% | 259 |
|
|
2024
Q1 | $1.56M | Buy |
3,601
+8
| +0.2% | +$3.46K | 0.02% | 268 |
|
|
2023
Q4 | $1.54M | Sell |
3,593
-1
| -0% | -$428 | 0.02% | 283 |
|
|
2023
Q3 | $1.36M | Sell |
3,594
-7
| -0.2% | -$2.64K | 0.02% | 290 |
|
|
2023
Q2 | $1.37M | Buy |
3,601
+1
| +0% | +$381 | 0.02% | 298 |
|
|
2023
Q1 | $1.15M | Hold |
3,600
| – | – | 0.02% | 313 |
|
|
2022
Q4 | $898K | Buy |
3,600
+120
| +3% | +$29.9K | 0.01% | 350 |
|
|
2022
Q3 | $895K | Buy |
3,480
+2,351
| +208% | +$605K | 0.02% | 358 |
|
|
2022
Q2 | $270K | Hold |
1,129
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $344K | Sell |
1,129
-8
| -0.7% | -$2.44K | ﹤0.01% | 542 |
|
|
2021
Q4 | $356K | Sell |
1,137
-1,002
| -47% | -$314K | ﹤0.01% | 553 |
|
|
2021
Q3 | $566K | Sell |
2,139
-1,062
| -33% | -$281K | 0.01% | 287 |
|
|
2021
Q2 | $918K | Hold |
3,201
| – | – | 0.02% | 239 |
|
|
2021
Q1 | $835K | Hold |
3,201
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $725K | Sell |
3,201
-5
| -0.2% | -$1.13K | 0.02% | 245 |
|
|
2020
Q3 | $570K | Hold |
3,206
| – | – | 0.02% | 249 |
|
|
2020
Q2 | $570K | Sell |
3,206
-5
| -0.2% | -$889 | 0.02% | 249 |
|
|
2020
Q1 | $507K | Buy |
+3,211
| New | +$507K | 0.02% | 245 |
|