WhitTier Trust Company’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.7K | Hold |
194
| – | – | ﹤0.01% | 657 |
|
|
2025
Q1 | $98.6K | Sell |
194
-1
| -0.5% | -$508 | ﹤0.01% | 624 |
|
|
2024
Q4 | $92.4K | Sell |
195
-1
| -0.5% | -$474 | ﹤0.01% | 622 |
|
|
2024
Q3 | $96.4K | Sell |
196
-2
| -1% | -$984 | ﹤0.01% | 604 |
|
|
2024
Q2 | $91.7K | Buy |
198
+111
| +128% | +$51.4K | ﹤0.01% | 577 |
|
|
2024
Q1 | $37.6K | Buy |
+87
| New | +$37.6K | ﹤0.01% | 735 |
|
|
2023
Q4 | – | Sell |
-79
| Closed | -$29.8K | – | 1229 |
|
|
2023
Q3 | $29.8K | Sell |
79
-7
| -8% | -$2.64K | ﹤0.01% | 738 |
|
|
2023
Q2 | $32.8K | Hold |
86
| – | – | ﹤0.01% | 761 |
|
|
2023
Q1 | $27.4K | Sell |
86
-16
| -16% | -$5.09K | ﹤0.01% | 786 |
|
|
2022
Q4 | $25.4K | Buy |
102
+16
| +19% | +$3.99K | ﹤0.01% | 801 |
|
|
2022
Q3 | $22K | Buy |
86
+5
| +6% | +$1.28K | ﹤0.01% | 803 |
|
|
2022
Q2 | $19K | Buy |
81
+53
| +189% | +$12.4K | ﹤0.01% | 828 |
|
|
2022
Q1 | $9K | Buy |
+28
| New | +$9K | ﹤0.01% | 950 |
|