Univest Financial’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
5,286
-48
| -0.9% | -$21.2K | 0.14% | 105 |
|
|
2025
Q1 | $2.71M | Buy |
5,334
+406
| +8% | +$206K | 0.18% | 96 |
|
|
2024
Q4 | $2.34M | Buy |
4,928
+26
| +0.5% | +$12.3K | 0.15% | 109 |
|
|
2024
Q3 | $2.41M | Buy |
4,902
+4,283
| +692% | +$2.11M | 0.16% | 103 |
|
|
2024
Q2 | $287K | Sell |
619
-40
| -6% | -$18.5K | 0.08% | 108 |
|
|
2024
Q1 | $285K | Sell |
659
-40
| -6% | -$17.3K | 0.08% | 97 |
|
|
2023
Q4 | $300K | Sell |
699
-46
| -6% | -$19.7K | 0.09% | 93 |
|
|
2023
Q3 | $281K | Sell |
745
-57
| -7% | -$21.5K | 0.09% | 82 |
|
|
2023
Q2 | $306K | Buy |
+802
| New | +$306K | 0.09% | 79 |
|