Xponance’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
5,995
+10
| +0.2% | +$4.42K | 0.02% | 474 |
|
|
2025
Q1 | $3.04M | Buy |
5,985
+72
| +1% | +$36.6K | 0.03% | 419 |
|
|
2024
Q4 | $2.8M | Buy |
5,913
+536
| +10% | +$254K | 0.03% | 441 |
|
|
2024
Q3 | $2.64M | Buy |
5,377
+249
| +5% | +$122K | 0.03% | 454 |
|
|
2024
Q2 | $2.38M | Sell |
5,128
-1,035
| -17% | -$479K | 0.02% | 459 |
|
|
2024
Q1 | $2.66M | Buy |
6,163
+1,213
| +25% | +$524K | 0.03% | 441 |
|
|
2023
Q4 | $2.12M | Buy |
4,950
+52
| +1% | +$22.3K | 0.03% | 460 |
|
|
2023
Q3 | $1.85M | Sell |
4,898
-54
| -1% | -$20.4K | 0.03% | 483 |
|
|
2023
Q2 | $1.89M | Sell |
4,952
-1,220
| -20% | -$465K | 0.03% | 482 |
|
|
2023
Q1 | $1.96M | Sell |
6,172
-36
| -0.6% | -$11.5K | 0.03% | 459 |
|
|
2022
Q4 | $1.55M | Buy |
6,208
+542
| +10% | +$135K | 0.03% | 506 |
|
|
2022
Q3 | $1.46M | Sell |
5,666
-25
| -0.4% | -$6.44K | 0.03% | 476 |
|
|
2022
Q2 | $1.36M | Buy |
5,691
+2,089
| +58% | +$499K | 0.03% | 484 |
|
|
2022
Q1 | $1.1M | Sell |
3,602
-86
| -2% | -$26.2K | 0.02% | 561 |
|
|
2021
Q4 | $1.15M | Sell |
3,688
-26
| -0.7% | -$8.14K | 0.02% | 552 |
|
|
2021
Q3 | $983K | Sell |
3,714
-133
| -3% | -$35.2K | 0.02% | 564 |
|
|
2021
Q2 | $1.1M | Buy |
3,847
+375
| +11% | +$108K | 0.02% | 549 |
|
|
2021
Q1 | $905K | Buy |
3,472
+25
| +0.7% | +$6.52K | 0.02% | 509 |
|
|
2020
Q4 | $781K | Sell |
3,447
-13
| -0.4% | -$2.95K | 0.02% | 549 |
|
|
2020
Q3 | $806K | Buy |
3,460
+500
| +17% | +$116K | 0.02% | 480 |
|
|
2020
Q2 | $526K | Buy |
+2,960
| New | +$526K | 0.01% | 586 |
|