Capital Analysts LLC’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
2,091
+1
| +0% | +$441 | 0.03% | 291 |
|
|
2025
Q1 | $1.06M | Sell |
2,090
-38
| -2% | -$19.3K | 0.04% | 253 |
|
|
2024
Q4 | $1.01M | Buy |
2,128
+165
| +8% | +$78.2K | 0.04% | 244 |
|
|
2024
Q3 | $966K | Sell |
1,963
-33
| -2% | -$16.2K | 0.04% | 248 |
|
|
2024
Q2 | $925K | Hold |
1,996
| – | – | 0.04% | 257 |
|
|
2024
Q1 | $862K | Hold |
1,996
| – | – | 0.04% | 259 |
|
|
2023
Q4 | $855K | Sell |
1,996
-39
| -2% | -$16.7K | 0.04% | 246 |
|
|
2023
Q3 | $769K | Hold |
2,035
| – | – | 0.04% | 249 |
|
|
2023
Q2 | $776K | Hold |
2,035
| – | – | 0.04% | 246 |
|
|
2023
Q1 | $647K | Buy |
2,035
+5
| +0.2% | +$1.59K | 0.04% | 268 |
|
|
2022
Q4 | $506K | Sell |
2,030
-50
| -2% | -$12.5K | 0.03% | 295 |
|
|
2022
Q3 | $536K | Hold |
2,080
| – | – | 0.04% | 263 |
|
|
2022
Q2 | $497K | Sell |
2,080
-500
| -19% | -$119K | 0.03% | 264 |
|
|
2022
Q1 | $786K | Hold |
2,580
| – | – | 0.05% | 235 |
|
|
2021
Q4 | $807K | Sell |
2,580
-5
| -0.2% | -$1.56K | 0.05% | 230 |
|
|
2021
Q3 | $684K | Hold |
2,585
| – | – | 0.04% | 233 |
|
|
2021
Q2 | $741K | Sell |
2,585
-1,135
| -31% | -$325K | 0.05% | 225 |
|
|
2021
Q1 | $970K | Buy |
3,720
+45
| +1% | +$11.7K | 0.07% | 205 |
|
|
2020
Q4 | $833K | Buy |
3,675
+110
| +3% | +$24.9K | 0.07% | 167 |
|
|
2020
Q3 | $830K | Sell |
3,565
-180
| -5% | -$41.9K | 0.08% | 168 |
|
|
2020
Q2 | $665K | Sell |
3,745
-215
| -5% | -$38.2K | 0.07% | 167 |
|
|
2020
Q1 | $626K | Buy |
3,960
+175
| +5% | +$27.7K | 0.08% | 157 |
|
|
2019
Q4 | $682K | Buy |
3,785
+125
| +3% | +$22.5K | 0.07% | 176 |
|
|
2019
Q3 | $619K | Buy |
3,660
+10
| +0.3% | +$1.69K | 0.07% | 176 |
|
|
2019
Q2 | $597K | Buy |
3,650
+150
| +4% | +$24.5K | 0.07% | 176 |
|
|
2019
Q1 | $501K | Buy |
3,500
+1,256
| +56% | +$180K | 0.06% | 176 |
|
|
2018
Q4 | $312K | Buy |
2,244
+596
| +36% | +$82.9K | 0.04% | 178 |
|
|
2018
Q3 | $294K | Buy |
1,648
+15
| +0.9% | +$2.68K | 0.03% | 173 |
|
|
2018
Q2 | $291K | Sell |
1,633
-124
| -7% | -$22.1K | 0.03% | 180 |
|
|
2018
Q1 | $318K | Hold |
1,757
| – | – | 0.04% | 171 |
|
|
2017
Q4 | $299K | Buy |
1,757
+111
| +7% | +$18.9K | 0.04% | 175 |
|
|
2017
Q3 | $265K | Hold |
1,646
| – | – | 0.04% | 176 |
|
|
2017
Q2 | $254K | Buy |
1,646
+1
| +0.1% | +$154 | 0.04% | 180 |
|
|
2017
Q1 | $236K | Sell |
1,645
-480
| -23% | -$68.8K | 0.04% | 167 |
|
|
2016
Q4 | $315K | Hold |
2,125
| – | – | 0.06% | 167 |
|
|
2016
Q3 | $299K | Buy |
2,125
+55
| +3% | +$7.75K | 0.06% | 160 |
|
|
2016
Q2 | $291K | Hold |
2,070
| – | – | 0.06% | 157 |
|
|
2016
Q1 | $279K | Buy |
2,070
+425
| +26% | +$57.3K | 0.06% | 161 |
|
|
2015
Q4 | $193K | Buy |
1,645
+100
| +6% | +$11.7K | 0.04% | 179 |
|
|
2015
Q3 | $183K | Buy |
1,545
+60
| +4% | +$7.11K | 0.04% | 188 |
|
|
2015
Q2 | $184K | Hold |
1,485
| – | – | 0.04% | 178 |
|
|
2015
Q1 | $187K | Sell |
1,485
-195
| -12% | -$24.5K | 0.04% | 170 |
|
|
2014
Q4 | $180K | Sell |
1,680
-150
| -8% | -$16.1K | 0.04% | 166 |
|
|
2014
Q3 | $158K | Hold |
1,830
| – | – | 0.04% | 166 |
|
|
2014
Q2 | $188K | Buy |
1,830
+185
| +11% | +$19K | 0.05% | 158 |
|
|
2014
Q1 | $164K | Hold |
1,645
| – | – | 0.04% | 162 |
|
|
2013
Q4 | $158K | Sell |
1,645
-25
| -1% | -$2.4K | 0.04% | 159 |
|
|
2013
Q3 | $157K | Sell |
1,670
-1,425
| -46% | -$134K | 0.05% | 134 |
|
|
2013
Q2 | $260K | Buy |
+3,095
| New | +$260K | 0.08% | 125 |
|