CAPTRUST Financial Advisors’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 | $172M | Buy |
|
|||||
|
2025
Q1 | $197M | Buy |
|
|||||
|
2024
Q4 | $24.8M | Sell |
|
|||||
|
2024
Q3 | $26.6M | Sell |
|
|||||
|
2024
Q2 | $25.5M | Buy |
|
|||||
|
2024
Q1 | $23.3M | Sell |
|
|||||
|
2023
Q4 | $23.8M | Buy |
|
|||||
|
2023
Q3 | $20.8M | Sell |
|
|||||
|
2023
Q2 | $21M | Buy |
|
|||||
|
2023
Q1 | $17.5M | Buy |
|
|||||
|
2022
Q4 | $13.6M | Buy |
|
|||||
|
2022
Q3 | $11.4M | Buy |
|
|||||
|
2022
Q2 | $1.25M | Sell |
|
|||||
|
2022
Q1 | $1.62M | Sell |
|
|||||
|
2021
Q4 | $2.92M | Buy |
|
|||||
|
2021
Q3 | $2.13M | Sell |
|
|||||
|
2021
Q2 | $2.34M | Sell |
|
|||||
|
2021
Q1 | $3M | Sell |
|
|||||
|
2020
Q4 | $5.1M | Sell |
|
|||||
|
2020
Q3 | $27.8M | Sell |
|
|||||
|
2020
Q2 | $25.1M | Buy |
|
|||||
|
2020
Q1 | $20.3M | Buy |
|
|||||
|
2019
Q4 | $19.1M | Buy |
|
|||||
|
2019
Q3 | $138K | Sell |
|
|||||
|
2019
Q2 | $134K | Sell |
|
|||||
|
2019
Q1 | $118K | Buy |
|
|||||
|
2018
Q4 | $72K | Sell |
|
|||||
|
2018
Q3 | $92K | Sell |
|
|||||
|
2018
Q2 | $93K | Buy |
|
|||||
|
2018
Q1 | $81K | Sell |
|
|||||
|
2017
Q4 | $87K | Buy |
|