Barbara Oil Co’s Watsco WSO Stock Holding History

Barbara Oil Co’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Hold	5,000	–	–	0.87%	34
2025 Q1	$2.54M	Hold	5,000	–	–	1.03%	32
2024 Q4	$2.37M	Hold	5,000	–	–	0.98%	32
2024 Q3	$2.46M	Hold	5,000	–	–	1%	31
2024 Q2	$2.32M	Hold	5,000	–	–	1.01%	34
2024 Q1	$2.16M	Hold	5,000	–	–	0.91%	34
2023 Q4	$2.14M	Hold	5,000	–	–	0.96%	33
2023 Q3	$1.89M	Hold	5,000	–	–	0.89%	33
2023 Q2	$1.91M	Hold	5,000	–	–	0.87%	35
2023 Q1	$1.59M	Hold	5,000	–	–	0.76%	42
2022 Q4	$1.25M	Hold	5,000	–	–	0.6%	49
2022 Q3	$1.29M	Hold	5,000	–	–	0.71%	44
2022 Q2	$1.19M	Hold	5,000	–	–	0.62%	50
2022 Q1	$1.52M	Hold	5,000	–	–	0.7%	42
2021 Q4	$1.56M	Hold	5,000	–	–	0.68%	45
2021 Q3	$1.32M	Hold	5,000	–	–	0.62%	48
2021 Q2	$1.43M	Hold	5,000	–	–	0.66%	47
2021 Q1	$1.3M	Hold	5,000	–	–	0.63%	52
2020 Q4	$1.13M	Hold	5,000	–	–	0.57%	57
2020 Q3	$1.16M	Hold	5,000	–	–	0.64%	50
2020 Q2	$889K	Hold	5,000	–	–	0.51%	58
2020 Q1	$790K	Hold	5,000	–	–	0.53%	56
2019 Q4	$901K	Hold	5,000	–	–	0.48%	58
2019 Q3	$846K	Hold	5,000	–	–	0.48%	60
2019 Q2	$818K	Hold	5,000	–	–	0.47%	63
2019 Q1	$716K	Hold	5,000	–	–	0.42%	65
2018 Q4	$696K	Hold	5,000	–	–	0.47%	61
2018 Q3	$891K	Hold	5,000	–	–	0.52%	61
2018 Q2	$891K	Hold	5,000	–	–	0.57%	54
2018 Q1	$905K	Hold	5,000	–	–	0.59%	54
2017 Q4	$850K	Hold	5,000	–	–	0.54%	59
2017 Q3	$805K	Hold	5,000	–	–	0.56%	58
2017 Q2	$771K	Hold	5,000	–	–	0.56%	58
2017 Q1	$716K	Hold	5,000	–	–	0.53%	59
2016 Q4	$741K	Hold	5,000	–	–	0.58%	59
2016 Q3	$705K	Hold	5,000	–	–	0.56%	57
2016 Q2	$703K	Hold	5,000	–	–	0.57%	60
2016 Q1	$674K	Hold	5,000	–	–	0.57%	57
2015 Q4	$586K	Hold	5,000	–	–	0.49%	63
2015 Q3	$592K	Buy	5,000 +1,000	+25%	+$118K	0.52%	63
2015 Q2	$495K	Hold	4,000	–	–	0.41%	72
2015 Q1	$503K	Hold	4,000	–	–	0.41%	72
2014 Q4	$428K	Hold	4,000	–	–	0.35%	75
2014 Q3	$345K	Buy	+4,000	New	+$345K	0.29%	78