Verity & Verity’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
1,322
+4
| +0.3% | +$1.77K | 0.05% | 93 |
|
|
2025
Q1 | $670K | Sell |
1,318
-41
| -3% | -$20.8K | 0.06% | 88 |
|
|
2024
Q4 | $644K | Buy |
+1,359
| New | +$644K | 0.06% | 89 |
|
|
2020
Q2 | – | Sell |
-2,070
| Closed | -$327K | – | 91 |
|
|
2020
Q1 | $327K | Sell |
2,070
-297
| -13% | -$46.9K | 0.09% | 77 |
|
|
2019
Q4 | $426K | Sell |
2,367
-10,775
| -82% | -$1.94M | 0.08% | 89 |
|
|
2019
Q3 | $2.18M | Sell |
13,142
-637
| -5% | -$106K | 0.46% | 67 |
|
|
2019
Q2 | $2.25M | Sell |
13,779
-732
| -5% | -$120K | 0.49% | 65 |
|
|
2019
Q1 | $2.08M | Buy |
14,511
+123
| +0.9% | +$17.6K | 0.48% | 69 |
|
|
2018
Q4 | $2M | Sell |
14,388
-619
| -4% | -$86.1K | 0.54% | 64 |
|
|
2018
Q3 | $2.67M | Sell |
15,007
-170
| -1% | -$30.3K | 0.64% | 57 |
|
|
2018
Q2 | $2.71M | Buy |
15,177
+45
| +0.3% | +$8.02K | 0.7% | 53 |
|
|
2018
Q1 | $2.74M | Buy |
15,132
+869
| +6% | +$157K | 0.74% | 52 |
|
|
2017
Q4 | $2.43M | Sell |
14,263
-302
| -2% | -$51.3K | 0.65% | 53 |
|
|
2017
Q3 | $2.35M | Sell |
14,565
-73
| -0.5% | -$11.8K | 0.68% | 50 |
|
|
2017
Q2 | $2.26M | Sell |
14,638
-90
| -0.6% | -$13.9K | 0.69% | 52 |
|
|
2017
Q1 | $2.11M | Buy |
+14,728
| New | +$2.11M | 0.66% | 51 |
|