AIM
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Anchor Investment Management’s Watsco Inc WSO Stock Holding History

Anchor Investment Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.82M Sell
21,504
-300
-1% -$116K 0.65% 38
2025
Q4 		$7.35M Buy
21,804
+3,538
+19% +$1.26M 0.6% 35
2025
Q3 		$7.38M Hold
18,266
– – 0.61% 38
2025
Q2 		$8.07M Hold
18,266
– – 0.71% 34
2025
Q1 		$9.28M Hold
18,266
– – 0.87% 28
2024
Q4 		$8.66M Buy
18,266
+18,038
+7,911% +$9.14M 0.81% 28
2024
Q3 		$112K Buy
228
+190
+500% +$91.3K 0.01% 445
2024
Q2 		$17.6K Hold
38
– – ﹤0.01% 677
2024
Q1 		$16.4K Hold
38
– – ﹤0.01% 709
2023
Q4 		$16.3K Hold
38
– – ﹤0.01% 683
2023
Q3 		$14.4K Hold
38
– – ﹤0.01% 692
2023
Q2 		$14.5K Buy
+38
New +$12.9K ﹤0.01% 683

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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return