Bridges Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
4,655
+487
| +12% | +$215K | 0.03% | 175 |
|
|
2025
Q1 | $2.12M | Buy |
4,168
+1,673
| +67% | +$850K | 0.03% | 153 |
|
|
2024
Q4 | $1.18M | Buy |
2,495
+608
| +32% | +$288K | 0.02% | 188 |
|
|
2024
Q3 | $928K | Hold |
1,887
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $874K | Buy |
+1,887
| New | +$874K | 0.01% | 204 |
|
|
2019
Q4 | – | Sell |
-9,560
| Closed | -$1.62M | – | 393 |
|
|
2019
Q3 | $1.62M | Hold |
9,560
| – | – | 0.06% | 147 |
|
|
2019
Q2 | $1.56M | Hold |
9,560
| – | – | 0.06% | 145 |
|
|
2019
Q1 | $1.37M | Buy |
9,560
+1,740
| +22% | +$249K | 0.06% | 164 |
|
|
2018
Q4 | $1.09M | Buy |
+7,820
| New | +$1.09M | 0.05% | 169 |
|