Versor Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
799
-2,602
| -77% | -$1.15M | 0.06% | 494 |
|
|
2025
Q1 | $1.73M | Buy |
3,401
+1,201
| +55% | +$610K | 0.28% | 76 |
|
|
2024
Q4 | $1.04M | Buy |
2,200
+200
| +10% | +$94.8K | 0.18% | 144 |
|
|
2024
Q3 | $984K | Buy |
+2,000
| New | +$984K | 0.16% | 196 |
|
|
2023
Q2 | – | Sell |
-987
| Closed | -$314K | – | 861 |
|
|
2023
Q1 | $314K | Sell |
987
-2,535
| -72% | -$807K | 0.04% | 478 |
|
|
2022
Q4 | $878K | Buy |
+3,522
| New | +$878K | 0.08% | 185 |
|
|
2022
Q2 | – | Sell |
-895
| Closed | -$273K | – | 942 |
|
|
2022
Q1 | $273K | Buy |
+895
| New | +$273K | 0.01% | 512 |
|