Asset Management One
WSO icon

Asset Management One’s Watsco Inc WSO Stock Holding History

Asset Management One’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 		$4.85M Buy
13,331
+444
+3% +$172K 0.01% 603
2025
Q4 		$4.5M Buy
12,887
+130
+1% +$46.4K 0.01% 634
2025
Q3 		$5.16M Sell
12,757
-234
-2% -$100K 0.01% 604
2025
Q2 		$5.74M Sell
12,991
-93
-0.7% -$43.1K 0.02% 583
2025
Q1 		$6.65M Buy
13,084
+1,225
+10% +$604K 0.02% 534
2024
Q4 		$5.69M Sell
11,859
-309
-3% -$156K 0.02% 581
2024
Q3 		$5.99M Buy
12,168
+137
+1% +$65.8K 0.02% 561
2024
Q2 		$5.57M Sell
12,031
-759
-6% -$347K 0.02% 552
2024
Q1 		$5.52M Sell
12,790
-683
-5% -$274K 0.02% 570
2023
Q4 		$5.78M Sell
13,473
-512
-4% -$198K 0.02% 560
2023
Q3 		$5.28M Buy
13,985
+703
+5% +$254K 0.02% 559
2023
Q2 		$5.07M Buy
+13,282
New +$4.5M 0.02% 581
2018
Q3 		– Sell
-2,130
Closed -$377K – 1112
2018
Q2 		$377K Sell
2,130
-7,200
-77% -$1.31M ﹤0.01% 999
2018
Q1 		$1.69M Sell
9,330
-9,000
-49% -$1.56M ﹤0.01% 838
2017
Q4 		$3.14M Sell
18,330
-6,770
-27% -$1.12M 0.01% 804
2017
Q3 		$4.03M Hold
25,100
– – 0.01% 789
2017
Q2 		$3.84M Hold
25,100
– – 0.01% 740
2017
Q1 		$3.6M Buy
+25,100
New +$3.76M 0.01% 737

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