Capital Analysts LLC’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $966K | Sell |
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|
2024
Q2 | $925K | Hold |
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|
2024
Q1 | $862K | Hold |
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|
2023
Q4 | $855K | Sell |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $776K | Hold |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $786K | Hold |
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|
2021
Q4 | $807K | Sell |
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|
2021
Q3 | $684K | Hold |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $970K | Buy |
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|
2020
Q4 | $833K | Buy |
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|
2020
Q3 | $830K | Sell |
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|
2020
Q2 | $665K | Sell |
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|
2020
Q1 | $626K | Buy |
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|
2019
Q4 | $682K | Buy |
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|
2019
Q3 | $619K | Buy |
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|
2019
Q2 | $597K | Buy |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $318K | Hold |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $265K | Hold |
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|
2017
Q2 | $254K | Buy |
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|
2017
Q1 | $236K | Sell |
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|
2016
Q4 | $315K | Hold |
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|
2016
Q3 | $299K | Buy |
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|
2016
Q2 | $291K | Hold |
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|
2016
Q1 | $279K | Buy |
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|
2015
Q4 | $193K | Buy |
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|
2015
Q3 | $183K | Buy |
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|
2015
Q2 | $184K | Hold |
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|
2015
Q1 | $187K | Sell |
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|
2014
Q4 | $180K | Sell |
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|
2014
Q3 | $158K | Hold |
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|
2014
Q2 | $188K | Buy |
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|
2014
Q1 | $164K | Hold |
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|
2013
Q4 | $158K | Sell |
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|
2013
Q3 | $157K | Sell |
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|
2013
Q2 | $260K | Buy |
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