Annandale Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
4,109
+1,100
| +37% | +$486K | 0.14% | 58 |
|
|
2025
Q1 | $1.53M | Hold |
3,009
| – | – | 0.1% | 65 |
|
|
2024
Q4 | $1.43M | Buy |
3,009
+3
| +0.1% | +$1.42K | 0.23% | 61 |
|
|
2024
Q3 | $1.48M | Hold |
3,006
| – | – | 0.21% | 62 |
|
|
2024
Q2 | $1.39M | Hold |
3,006
| – | – | 0.24% | 64 |
|
|
2024
Q1 | $1.3M | Hold |
3,006
| – | – | 0.24% | 62 |
|
|
2023
Q4 | $1.29M | Hold |
3,006
| – | – | 0.24% | 65 |
|
|
2023
Q3 | $1.14M | Hold |
3,006
| – | – | 0.28% | 57 |
|
|
2023
Q2 | $1.15M | Hold |
3,006
| – | – | 0.33% | 60 |
|
|
2023
Q1 | $956K | Hold |
3,006
| – | – | 0.3% | 60 |
|
|
2022
Q4 | $750K | Hold |
3,006
| – | – | 0.25% | 66 |
|
|
2022
Q3 | $774K | Buy |
+3,006
| New | +$774K | 0.29% | 65 |
|