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Baker Avenue Asset Management’s Watsco Inc WSO Stock Holding History

Baker Avenue Asset 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 		$487K Buy
1,339
+16
+1% +$6.2K 0.01% 431
2025
Q4 		$446K Sell
1,323
-331
-20% -$118K 0.01% 404
2025
Q3 		$669K Buy
1,654
+46
+3% +$19.7K 0.02% 300
2025
Q2 		$710K Buy
1,608
+125
+8% +$58K 0.02% 268
2025
Q1 		$754K Buy
1,483
+245
+20% +$121K 0.02% 262
2024
Q4 		$587K Sell
1,238
-34
-3% -$17.2K 0.02% 279
2024
Q3 		$626K Buy
+1,272
New +$611K 0.02% 270
2023
Q4 		– Sell
-89
Closed -$33.6K – 1516
2023
Q3 		$33.6K Sell
89
-34
-28% -$12.3K ﹤0.01% 571
2023
Q2 		$46.9K Sell
123
-62
-34% -$21K ﹤0.01% 536
2023
Q1 		$58.9K Hold
185
– – ﹤0.01% 508
2022
Q4 		$46.1K Buy
+185
New +$48.6K ﹤0.01% 506

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VCM
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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