Vigilant Capital Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $37K | Buy |
98
+11
| +13% | +$4.15K | ﹤0.01% | 309 |
|
|
2023
Q1 | $28K | Sell |
87
-36
| -29% | -$11.6K | ﹤0.01% | 320 |
|
|
2022
Q4 | $31K | Buy |
123
+36
| +41% | +$9.07K | ﹤0.01% | 306 |
|
|
2022
Q3 | $22K | Hold |
87
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $21K | Hold |
87
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $27K | Hold |
87
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $27K | Hold |
87
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $23K | Buy |
+87
| New | +$23K | ﹤0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-35
| Closed | -$6K | – | 460 |
|
|
2019
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 445 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$2K | – | 526 |
|
|
2018
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 413 |
|
|
2016
Q3 | – | Sell |
-54
| Closed | -$8K | – | 374 |
|
|
2016
Q2 | $8K | Buy |
+54
| New | +$8K | ﹤0.01% | 293 |
|