Charter Oak Capital Management’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 | $1.03M | Hold |
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|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $1.09M | Hold |
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|
2023
Q3 | $959K | Hold |
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|
2023
Q2 | $969K | Hold |
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|
2023
Q1 | $808K | Hold |
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $672K | Hold |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $786K | Buy |
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|
2021
Q4 | $782K | Hold |
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|
2021
Q3 | $662K | Hold |
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|
2021
Q2 | $717K | Hold |
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|
2021
Q1 | $652K | Hold |
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|
2020
Q4 | $566K | Buy |
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