Y-Intercept (HK)’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
983
+424
| +76% | +$187K | 0.01% | 1249 |
|
|
2025
Q1 | $284K | Sell |
559
-2,356
| -81% | -$1.2M | 0.02% | 923 |
|
|
2024
Q4 | $1.38M | Buy |
+2,915
| New | +$1.38M | 0.09% | 307 |
|
|
2023
Q1 | – | Sell |
-2,694
| Closed | -$672K | – | 1590 |
|
|
2022
Q4 | $672K | Buy |
2,694
+1,390
| +107% | +$347K | 0.1% | 325 |
|
|
2022
Q3 | $336K | Buy |
+1,304
| New | +$336K | 0.03% | 668 |
|
|
2021
Q1 | – | Sell |
-1,064
| Closed | -$242K | – | 829 |
|
|
2020
Q4 | $242K | Buy |
+1,064
| New | +$242K | 0.1% | 386 |
|