Capital World Investors’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
Q3 | $256M | Hold |
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|
2025
Q2 | $280M | Hold |
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|
2025
Q1 | $322M | Sell |
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|
2024
Q4 | $303M | Hold |
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|
2024
Q3 | $314M | Sell |
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|
2024
Q2 | $342M | Buy |
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|
2024
Q1 | $319M | Sell |
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|
2023
Q4 | $389M | Hold |
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|
2023
Q3 | $343M | Hold |
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|
2023
Q2 | $346M | Hold |
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|
2023
Q1 | $289M | Sell |
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|
2022
Q4 | $268M | Hold |
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|
2022
Q3 | $277M | Sell |
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|
2022
Q2 | $269M | Sell |
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|
2022
Q1 | $344M | Buy |
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|
2021
Q4 | $352M | Buy |
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|
2021
Q3 | $267M | Buy |
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|
2021
Q2 | $289M | Sell |
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|
2021
Q1 | $270M | Buy |
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|
2020
Q4 | $234M | Buy |
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|
2020
Q3 | $240M | Sell |
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|
2020
Q2 | $183M | Sell |
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|
2020
Q1 | $186M | Sell |
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|
2019
Q4 | $231M | Sell |
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|
2019
Q3 | $222M | Hold |
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|
2019
Q2 | $214M | Sell |
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|
2019
Q1 | $189M | Sell |
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|
2018
Q4 | $229M | Buy |
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|
2018
Q3 | $281M | Buy |
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|
2018
Q2 | $217M | Buy |
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|
2018
Q1 | $102M | Buy |
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|
2017
Q4 | $59.5M | Hold |
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|
2017
Q3 | $56.4M | Hold |
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|
2017
Q2 | $54M | Hold |
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|
2017
Q1 | $50.1M | Hold |
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|
2016
Q4 | $51.8M | Hold |
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|
2016
Q3 | $49.3M | Hold |
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|
2016
Q2 | $49.2M | Hold |
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|
2016
Q1 | $47.2M | Hold |
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|
2015
Q4 | $41M | Hold |
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|
2015
Q3 | $41.5M | Hold |
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|
2015
Q2 | $43.3M | Hold |
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|
2015
Q1 | $44M | Hold |
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|
2014
Q4 | $37.5M | Hold |
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|
2014
Q3 | $30.2M | Hold |
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|
2014
Q2 | $36M | Hold |
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|
2014
Q1 | $35M | Hold |
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|
2013
Q4 | $33.6M | Hold |
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|
2013
Q3 | $33M | Buy |
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|
2013
Q2 | $25.2M | Buy |
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