Baskin Financial Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Buy |
69,344
+1,803
| +3% | +$796K | 2.32% | 23 |
|
|
2025
Q1 | $34.3M | Sell |
67,541
-136
| -0.2% | -$69.1K | 2.79% | 19 |
|
|
2024
Q4 | $32.1M | Buy |
67,677
+435
| +0.6% | +$206K | 2.55% | 20 |
|
|
2024
Q3 | $33.1M | Buy |
67,242
+833
| +1% | +$410K | 2.71% | 20 |
|
|
2024
Q2 | $30.8M | Buy |
66,409
+553
| +0.8% | +$256K | 2.63% | 20 |
|
|
2024
Q1 | $28.4M | Buy |
65,856
+4,009
| +6% | +$1.73M | 2.38% | 22 |
|
|
2023
Q4 | $26.5M | Buy |
61,847
+289
| +0.5% | +$124K | 2.39% | 23 |
|
|
2023
Q3 | $23.3M | Buy |
61,558
+415
| +0.7% | +$157K | 2.36% | 22 |
|
|
2023
Q2 | $23.3M | Buy |
61,143
+1,230
| +2% | +$469K | 2.24% | 23 |
|
|
2023
Q1 | $19.1M | Buy |
59,913
+2,036
| +4% | +$648K | 2% | 24 |
|
|
2022
Q4 | $14.4M | Buy |
57,877
+331
| +0.6% | +$82.6K | 1.67% | 28 |
|
|
2022
Q3 | $14.8M | Buy |
57,546
+371
| +0.6% | +$95.5K | 1.77% | 27 |
|
|
2022
Q2 | $13.7M | Sell |
57,175
-986
| -2% | -$235K | 1.48% | 29 |
|
|
2022
Q1 | $17.7M | Buy |
58,161
+15,121
| +35% | +$4.61M | 1.56% | 29 |
|
|
2021
Q4 | $13.5M | Buy |
+43,040
| New | +$13.5M | 1.07% | 30 |
|