Vontobel Holding’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,440
Closed -$667K 1134
2024
Q2
$667K Buy
1,440
+956
+198% +$443K ﹤0.01% 693
2024
Q1
$209K Sell
484
-23
-5% -$9.94K ﹤0.01% 990
2023
Q4
$217K Buy
+507
New +$217K ﹤0.01% 1002