Waldron Private Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
473
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $240K | Sell |
473
-114
| -19% | -$57.9K | 0.01% | 270 |
|
|
2024
Q4 | $278K | Hold |
587
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $289K | Hold |
587
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $272K | Buy |
587
+6
| +1% | +$2.78K | 0.01% | 333 |
|
|
2024
Q1 | $251K | Sell |
581
-40
| -6% | -$17.3K | 0.01% | 349 |
|
|
2023
Q4 | $266K | Buy |
621
+39
| +7% | +$16.7K | 0.01% | 331 |
|
|
2023
Q3 | $220K | Sell |
582
-1
| -0.2% | -$378 | 0.01% | 336 |
|
|
2023
Q2 | $222K | Buy |
+583
| New | +$222K | 0.01% | 340 |
|
|
2019
Q3 | – | Sell |
-1,398
| Closed | -$228K | – | 276 |
|
|
2019
Q2 | $228K | Buy |
+1,398
| New | +$228K | 0.02% | 222 |
|
|
2017
Q2 | – | Sell |
-1,567
| Closed | -$224K | – | 213 |
|
|
2017
Q1 | $224K | Buy |
+1,567
| New | +$224K | 0.06% | 196 |
|