CWC
WSO icon

Carolinas Wealth Consulting’s Watsco Inc WSO Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-64
Closed -$24.4K – 1131
2023
Q2 		$24.4K Hold
64
– – ﹤0.01% 445
2023
Q1 		$20.4K Hold
64
– – ﹤0.01% 494
2022
Q4 		$16K Hold
64
– – ﹤0.01% 538
2022
Q3 		$16K Hold
64
– – ﹤0.01% 484
2022
Q2 		$15K Hold
64
– – ﹤0.01% 515
2022
Q1 		$19K Hold
64
– – ﹤0.01% 497
2021
Q4 		$20K Hold
64
– – ﹤0.01% 500
2021
Q3 		$17K Hold
64
– – ﹤0.01% 502
2021
Q2 		$18K Hold
64
– – ﹤0.01% 521
2021
Q1 		$17K Hold
64
– – ﹤0.01% 542
2020
Q4 		$14K Sell
64
-18
-22% -$4.14K ﹤0.01% 536
2020
Q3 		$19K Buy
82
+64
+356% +$14.4K 0.01% 397
2020
Q2 		$3K Buy
+18
New +$2.98K ﹤0.01% 471

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return