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Baskin Financial Services’s Watsco Inc WSO Stock Holding History

Baskin Financial Services’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
Q2 		$5.35M Sell
12,839
-628
-5% -$252K 0.42% 32
2026
Q1 		$4.9M Sell
13,467
-57,095
-81% -$22.1M 0.4% 33
2025
Q4 		$23.8M Sell
70,562
-627
-0.9% -$224K 1.79% 27
2025
Q3 		$28.8M Buy
71,189
+1,845
+3% +$789K 2.12% 24
2025
Q2 		$30.6M Buy
69,344
+1,803
+3% +$836K 2.32% 23
2025
Q1 		$34.3M Sell
67,541
-136
-0.2% -$67K 2.79% 19
2024
Q4 		$32.1M Buy
67,677
+435
+0.6% +$220K 2.55% 20
2024
Q3 		$33.1M Buy
67,242
+833
+1% +$400K 2.71% 20
2024
Q2 		$30.8M Buy
66,409
+553
+0.8% +$253K 2.63% 20
2024
Q1 		$28.4M Buy
65,856
+4,009
+6% +$1.61M 2.38% 22
2023
Q4 		$26.5M Buy
61,847
+289
+0.5% +$112K 2.39% 23
2023
Q3 		$23.3M Buy
61,558
+415
+0.7% +$150K 2.36% 22
2023
Q2 		$23.3M Buy
61,143
+1,230
+2% +$417K 2.24% 23
2023
Q1 		$19.1M Buy
59,913
+2,036
+4% +$598K 2% 24
2022
Q4 		$14.4M Buy
57,877
+331
+0.6% +$87K 1.67% 28
2022
Q3 		$14.8M Buy
57,546
+371
+0.6% +$101K 1.77% 27
2022
Q2 		$13.7M Sell
57,175
-986
-2% -$259K 1.48% 29
2022
Q1 		$17.7M Buy
58,161
+15,121
+35% +$4.31M 1.56% 29
2021
Q4 		$13.5M Buy
+43,040
New +$12.7M 1.07% 30

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return