Zacks Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,023
| Closed | -$3.9M | – | 723 |
|
|
2024
Q1 | $3.9M | Buy |
9,023
+913
| +11% | +$394K | 0.04% | 226 |
|
|
2023
Q4 | $3.47M | Sell |
8,110
-547
| -6% | -$234K | 0.04% | 223 |
|
|
2023
Q3 | $3.27M | Sell |
8,657
-524
| -6% | -$198K | 0.04% | 215 |
|
|
2023
Q2 | $3.5M | Buy |
+9,181
| New | +$3.5M | 0.04% | 218 |
|
|
2022
Q4 | – | Sell |
-11,529
| Closed | -$2.97M | – | 672 |
|
|
2022
Q3 | $2.97M | Sell |
11,529
-280
| -2% | -$72.1K | 0.05% | 223 |
|
|
2022
Q2 | $2.82M | Buy |
11,809
+2,205
| +23% | +$527K | 0.04% | 225 |
|
|
2022
Q1 | $2.93M | Buy |
9,604
+580
| +6% | +$177K | 0.04% | 245 |
|
|
2021
Q4 | $2.82M | Buy |
+9,024
| New | +$2.82M | 0.04% | 255 |
|