Charles Schwab’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 | $656M | Buy |
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|
2025
Q1 | $739M | Buy |
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|
2024
Q4 | $650M | Buy |
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|
2024
Q3 | $616M | Buy |
|
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|
2024
Q2 | $552M | Sell |
|
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|
2024
Q1 | $522M | Buy |
|
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|
2023
Q4 | $490M | Sell |
|
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|
2023
Q3 | $477M | Buy |
|
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|
2023
Q2 | $480M | Sell |
|
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|
2023
Q1 | $407M | Sell |
|
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|
2022
Q4 | $329M | Buy |
|
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|
2022
Q3 | $330M | Buy |
|
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|
2022
Q2 | $292M | Buy |
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|
2022
Q1 | $352M | Buy |
|
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|
2021
Q4 | $348M | Buy |
|
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|
2021
Q3 | $291M | Buy |
|
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|
2021
Q2 | $302M | Buy |
|
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|
2021
Q1 | $268M | Sell |
|
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|
2020
Q4 | $257M | Buy |
|
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|
2020
Q3 | $264M | Sell |
|
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|
2020
Q2 | $219M | Buy |
|
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|
2020
Q1 | $174M | Buy |
|
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|
2019
Q4 | $62.5M | Buy |
|
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|
2019
Q3 | $57M | Buy |
|
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|
2019
Q2 | $52.1M | Buy |
|
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|
2019
Q1 | $44.2M | Buy |
|
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|
2018
Q4 | $40.1M | Buy |
|
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|
2018
Q3 | $49.8M | Buy |
|
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|
2018
Q2 | $47.2M | Buy |
|
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|
2018
Q1 | $45.3M | Buy |
|
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|
2017
Q4 | $35.8M | Buy |
|
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|
2017
Q3 | $31M | Buy |
|
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|
2017
Q2 | $28.1M | Sell |
|
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|
2017
Q1 | $29.1M | Buy |
|
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|
2016
Q4 | $19.7M | Buy |
|
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|
2016
Q3 | $17.4M | Buy |
|
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|
2016
Q2 | $16.1M | Buy |
|
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|
2016
Q1 | $14.6M | Buy |
|
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|
2015
Q4 | $11.9M | Buy |
|
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|
2015
Q3 | $11.6M | Sell |
|
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|
2015
Q2 | $12.6M | Sell |
|
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|
2015
Q1 | $16.5M | Buy |
|
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|
2014
Q4 | $12.6M | Buy |
|
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|
2014
Q3 | $9.97M | Buy |
|
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|
2014
Q2 | $11.3M | Buy |
|
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|
2014
Q1 | $10.8M | Buy |
|
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|
2013
Q4 | $9.59M | Buy |
|
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|
2013
Q3 | $9.03M | Buy |
|
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|
2013
Q2 | $7.98M | Buy |
|