Bessemer Group’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
601
+264
+78% +$116K ﹤0.01% 1033
2025
Q1
$172K Sell
337
-4
-1% -$2.04K ﹤0.01% 1101
2024
Q4
$162K Buy
341
+26
+8% +$12.4K ﹤0.01% 1113
2024
Q3
$155K Buy
315
+262
+494% +$129K ﹤0.01% 1181
2024
Q2
$24K Sell
53
-149
-74% -$67.5K ﹤0.01% 1371
2024
Q1
$87K Buy
202
+124
+159% +$53.4K ﹤0.01% 1201
2023
Q4
$33K Buy
78
+25
+47% +$10.6K ﹤0.01% 1394
2023
Q3
$20K Sell
53
-13
-20% -$4.91K ﹤0.01% 1485
2023
Q2
$25K Buy
66
+27
+69% +$10.2K ﹤0.01% 1494
2023
Q1
$12K Sell
39
-359
-90% -$110K ﹤0.01% 1460
2022
Q4
$99K Buy
398
+225
+130% +$56K ﹤0.01% 1041
2022
Q3
$45K Buy
173
+22
+15% +$5.72K ﹤0.01% 1193
2022
Q2
$36K Sell
151
-28
-16% -$6.68K ﹤0.01% 1155
2022
Q1
$54K Buy
179
+150
+517% +$45.3K ﹤0.01% 1066
2021
Q4
$9K Buy
29
+15
+107% +$4.66K ﹤0.01% 1455
2021
Q3
$4K Sell
14
-21
-60% -$6K ﹤0.01% 1557
2021
Q2
$10K Buy
35
+21
+150% +$6K ﹤0.01% 1353
2021
Q1
$4K Hold
14
﹤0.01% 1420
2020
Q4
$3K Hold
14
﹤0.01% 1423
2020
Q3
$3K Hold
14
﹤0.01% 1260
2020
Q2
$2K Hold
14
﹤0.01% 1657
2020
Q1
$2K Sell
14
-6
-30% -$857 ﹤0.01% 1564
2019
Q4
$4K Buy
20
+14
+233% +$2.8K ﹤0.01% 1512
2019
Q3
$1K Buy
+6
New +$1K ﹤0.01% 1694
2019
Q2
Sell
-147
Closed -$21K 1874
2019
Q1
$21K Hold
147
﹤0.01% 1416
2018
Q4
$20K Hold
147
﹤0.01% 1518
2018
Q3
$26K Hold
147
﹤0.01% 1410
2018
Q2
$26K Hold
147
﹤0.01% 1352
2018
Q1
$27K Sell
147
-190
-56% -$34.9K ﹤0.01% 1354
2017
Q4
$57K Hold
337
﹤0.01% 1237
2017
Q3
$54K Buy
337
+208
+161% +$33.3K ﹤0.01% 1292
2017
Q2
$20K Buy
129
+86
+200% +$13.3K ﹤0.01% 1481
2017
Q1
$6K Sell
43
-21
-33% -$2.93K ﹤0.01% 1596
2016
Q4
$9K Sell
64
-11
-15% -$1.55K ﹤0.01% 1660
2016
Q3
$11K Sell
75
-2
-3% -$293 ﹤0.01% 1511
2016
Q2
$11K Sell
77
-1
-1% -$143 ﹤0.01% 1071
2016
Q1
$11K Sell
78
-1
-1% -$141 ﹤0.01% 1137
2015
Q4
$9K Sell
79
-1
-1% -$114 ﹤0.01% 1254
2015
Q3
$9K Hold
80
﹤0.01% 1232
2015
Q2
$10K Sell
80
-1
-1% -$125 ﹤0.01% 1241
2015
Q1
$10K Sell
81
-2
-2% -$247 ﹤0.01% 1230
2014
Q4
$9K Hold
83
﹤0.01% 1268
2014
Q3
$7K Hold
83
﹤0.01% 1119
2014
Q2
$9K Hold
83
﹤0.01% 1103
2014
Q1
$8K Sell
83
-5
-6% -$482 ﹤0.01% 1112
2013
Q4
$8K Sell
88
-4
-4% -$364 ﹤0.01% 1118
2013
Q3
$9K Sell
92
-2
-2% -$196 ﹤0.01% 1049
2013
Q2
$8K Buy
+94
New +$8K ﹤0.01% 1073