2Xideas’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
3,203
-1,634
| -34% | -$633K | 0.46% | 43 |
|
|
2025
Q4 | $1.63M | Buy |
+4,837
| New | +$1.73M | 0.46% | 50 |
|
|
2025
Q3 | – | Sell |
-15,000
| Closed | -$6.62M | – | 62 |
|
|
2025
Q2 | $6.62M | Buy |
15,000
+1,556
| +12% | +$722K | 1.14% | 33 |
|
|
2025
Q1 | $6.83M | Sell |
13,444
-12,087
| -47% | -$5.96M | 1.04% | 41 |
|
|
2024
Q4 | $12.1M | Buy |
25,531
+8,901
| +54% | +$4.51M | 1.62% | 25 |
|
|
2024
Q3 | $8.18M | Sell |
16,630
-9,288
| -36% | -$4.46M | 1.1% | 40 |
|
|
2024
Q2 | $12M | Buy |
25,918
+1,073
| +4% | +$490K | 1.5% | 23 |
|
|
2024
Q1 | $10.7M | Sell |
24,845
-3,906
| -14% | -$1.57M | 1.31% | 37 |
|
|
2023
Q4 | $12.3M | Sell |
28,751
-3,492
| -11% | -$1.35M | 1.32% | 33 |
|
|
2023
Q3 | $12.2M | Sell |
32,243
-4,454
| -12% | -$1.61M | 1.35% | 20 |
|
|
2023
Q2 | $14M | Sell |
36,697
-5,936
| -14% | -$2.01M | 1.34% | 20 |
|
|
2023
Q1 | $13.6M | Buy |
42,633
+10,745
| +34% | +$3.16M | 1.31% | 20 |
|
|
2022
Q4 | $7.95M | Buy |
31,888
+2,650
| +9% | +$697K | 0.84% | 59 |
|
|
2022
Q3 | $7.53M | Sell |
29,238
-6,137
| -17% | -$1.66M | 0.79% | 62 |
|
|
2022
Q2 | $8.45M | Sell |
35,375
-6,268
| -15% | -$1.65M | 0.77% | 61 |
|
|
2022
Q1 | $12.7M | Sell |
41,643
-4,605
| -10% | -$1.31M | 0.89% | 49 |
|
|
2021
Q4 | $14.5M | Buy |
46,248
+6,501
| +16% | +$1.93M | 0.87% | 52 |
|
|
2021
Q3 | $10.5M | Buy |
39,747
+4,333
| +12% | +$1.22M | 0.8% | 56 |
|
|
2021
Q2 | $10.2M | Sell |
35,414
-2,420
| -6% | -$693K | 0.91% | 31 |
|
|
2021
Q1 | $9.87M | Buy |
37,834
+6,314
| +20% | +$1.56M | 1.09% | 19 |
|
|
2020
Q4 | $7.14M | Buy |
+31,520
| New | +$7.24M | 0.89% | 60 |
|
Other funds holding WSO
VPM
VCM
