Advisors Asset Management’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $4.89M | Sell |
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|
2024
Q3 | $5.94M | Sell |
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|
2024
Q2 | $7.45M | Sell |
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|
2024
Q1 | $7.51M | Sell |
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|
2023
Q4 | $7.52M | Buy |
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|
2023
Q3 | $6.39M | Buy |
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|
2023
Q2 | $6.03M | Buy |
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|
2023
Q1 | $4.34M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $5.66M | Sell |
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|
2022
Q2 | $5.62M | Sell |
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|
2022
Q1 | $8M | Sell |
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|
2021
Q4 | $8.28M | Buy |
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|
2021
Q3 | $6.03M | Buy |
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|
2021
Q2 | $5.96M | Sell |
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|
2021
Q1 | $7.19M | Buy |
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|
2020
Q4 | $6.01M | Buy |
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|
2020
Q3 | $5.83M | Sell |
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|
2020
Q2 | $4.76M | Sell |
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|
2020
Q1 | $7.82M | Buy |
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|
2019
Q4 | $8.73M | Buy |
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|
2019
Q3 | $8.17M | Sell |
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|
2019
Q2 | $8.49M | Buy |
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|
2019
Q1 | $6.12M | Buy |
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|
2018
Q4 | $3.79M | Buy |
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|
2018
Q3 | $4.55M | Buy |
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|
2018
Q2 | $3.94M | Buy |
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|
2018
Q1 | $2.26M | Buy |
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|
2017
Q4 | $1.98M | Buy |
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|
2017
Q3 | $1.76M | Sell |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $678K | Buy |
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|
2016
Q2 | $478K | Sell |
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|
2016
Q1 | $479K | Sell |
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|
2015
Q4 | $432K | Buy |
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|
2015
Q3 | $416K | Buy |
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|
2015
Q2 | $251K | Buy |
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|
2015
Q1 | $137K | Buy |
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|
2014
Q4 | $86K | Sell |
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|
2014
Q3 | $727K | Sell |
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|
2014
Q2 | $992K | Sell |
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|
2014
Q1 | $1.68M | Sell |
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|
2013
Q4 | $1.75M | Sell |
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|
2013
Q3 | $2.42M | Sell |
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|
2013
Q2 | $2.88M | Buy |
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