Cambridge Investment Research Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
3,709
+278
| +8% | +$123K | 0.01% | 1578 |
|
|
2025
Q1 | $1.74M | Sell |
3,431
-151
| -4% | -$76.8K | 0.01% | 1439 |
|
|
2024
Q4 | $1.7M | Sell |
3,582
-161
| -4% | -$76.3K | 0.01% | 1477 |
|
|
2024
Q3 | $1.84M | Buy |
3,743
+80
| +2% | +$39.3K | 0.01% | 1412 |
|
|
2024
Q2 | $1.7M | Sell |
3,663
-190
| -5% | -$88K | 0.01% | 1400 |
|
|
2024
Q1 | $1.66M | Buy |
3,853
+87
| +2% | +$37.6K | 0.01% | 1386 |
|
|
2023
Q4 | $1.61M | Sell |
3,766
-201
| -5% | -$86.1K | 0.01% | 1341 |
|
|
2023
Q3 | $1.5M | Sell |
3,967
-42
| -1% | -$15.9K | 0.01% | 1316 |
|
|
2023
Q2 | $1.53M | Buy |
4,009
+426
| +12% | +$162K | 0.01% | 1336 |
|
|
2023
Q1 | $1.14M | Buy |
3,583
+222
| +7% | +$70.6K | 0.01% | 1490 |
|
|
2022
Q4 | $838K | Buy |
3,361
+99
| +3% | +$24.7K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $840K | Sell |
3,262
-65
| -2% | -$16.7K | ﹤0.01% | 1592 |
|
|
2022
Q2 | $795K | Buy |
3,327
+210
| +7% | +$50.2K | ﹤0.01% | 1637 |
|
|
2022
Q1 | $950K | Sell |
3,117
-166
| -5% | -$50.6K | ﹤0.01% | 1606 |
|
|
2021
Q4 | $1.03M | Buy |
3,283
+108
| +3% | +$33.8K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $840K | Sell |
3,175
-16
| -0.5% | -$4.23K | ﹤0.01% | 1668 |
|
|
2021
Q2 | $915K | Buy |
3,191
+13
| +0.4% | +$3.73K | ﹤0.01% | 1592 |
|
|
2021
Q1 | $829K | Buy |
3,178
+16
| +0.5% | +$4.17K | ﹤0.01% | 1564 |
|
|
2020
Q4 | $716K | Sell |
3,162
-978
| -24% | -$221K | ﹤0.01% | 1532 |
|
|
2020
Q3 | $964K | Sell |
4,140
-1,278
| -24% | -$298K | 0.01% | 1208 |
|
|
2020
Q2 | $963K | Sell |
5,418
-271
| -5% | -$48.2K | 0.01% | 1140 |
|
|
2020
Q1 | $899K | Buy |
5,689
+2,044
| +56% | +$323K | 0.01% | 1024 |
|
|
2019
Q4 | $657K | Sell |
3,645
-86
| -2% | -$15.5K | 0.01% | 1404 |
|
|
2019
Q3 | $631K | Sell |
3,731
-235
| -6% | -$39.7K | 0.01% | 1348 |
|
|
2019
Q2 | $649K | Sell |
3,966
-550
| -12% | -$90K | 0.01% | 1273 |
|
|
2019
Q1 | $647K | Buy |
4,516
+1,478
| +49% | +$212K | 0.01% | 1313 |
|
|
2018
Q4 | $423K | Buy |
3,038
+13
| +0.4% | +$1.81K | ﹤0.01% | 1419 |
|
|
2018
Q3 | $539K | Sell |
3,025
-5
| -0.2% | -$891 | 0.01% | 1395 |
|
|
2018
Q2 | $540K | Sell |
3,030
-14
| -0.5% | -$2.5K | 0.01% | 1358 |
|
|
2018
Q1 | $551K | Sell |
3,044
-178
| -6% | -$32.2K | 0.01% | 1295 |
|
|
2017
Q4 | $548K | Buy |
3,222
+710
| +28% | +$121K | 0.01% | 1273 |
|
|
2017
Q3 | $405K | Sell |
2,512
-30
| -1% | -$4.84K | 0.01% | 1367 |
|
|
2017
Q2 | $392K | Buy |
2,542
+32
| +1% | +$4.94K | 0.01% | 1356 |
|
|
2017
Q1 | $359K | Buy |
2,510
+107
| +4% | +$15.3K | 0.01% | 1261 |
|
|
2016
Q4 | $356K | Buy |
2,403
+21
| +0.9% | +$3.11K | 0.01% | 1188 |
|
|
2016
Q3 | $336K | Buy |
+2,382
| New | +$336K | 0.01% | 1237 |
|