Williams Jones Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66M | Buy |
149,383
+2,977
| +2% | +$1.31M | 0.79% | 39 |
|
|
2025
Q1 | $74.4M | Buy |
146,406
+1,971
| +1% | +$1M | 0.95% | 36 |
|
|
2024
Q4 | $68.4M | Buy |
144,435
+16,665
| +13% | +$7.9M | 0.83% | 39 |
|
|
2024
Q3 | $62.8M | Buy |
127,770
+69,535
| +119% | +$34.2M | 0.74% | 40 |
|
|
2024
Q2 | $27M | Buy |
58,235
+53,756
| +1,200% | +$24.9M | 0.33% | 56 |
|
|
2024
Q1 | $1.93M | Buy |
4,479
+2,054
| +85% | +$887K | 0.02% | 194 |
|
|
2023
Q4 | $1.04M | Buy |
2,425
+109
| +5% | +$46.7K | 0.01% | 254 |
|
|
2023
Q3 | $875K | Buy |
2,316
+1,100
| +90% | +$415K | 0.01% | 261 |
|
|
2023
Q2 | $464K | Buy |
1,216
+200
| +20% | +$76.3K | 0.01% | 361 |
|
|
2023
Q1 | $323K | Buy |
+1,016
| New | +$323K | 0.01% | 432 |
|