Capstone Investment Advisors
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Capstone Investment Advisors’s Watsco Inc WSO Stock Holding History

Capstone Investment Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Buy
2024
Q3 		– Sell
2024
Q2 		$561K Buy
2023
Q3 		– Sell
2023
Q2 		$291K Buy
2016
Q4 		– Sell
2016
Q3 		$510K Buy
2016
Q2 		– Sell
2016
Q1 		$1.28M Buy