Coldstream 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
Q2 | $2.32M | Sell |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.67M | Buy |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $958K | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $884K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $597K | Buy |
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|
2016
Q4 | $569K | Buy |
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|
2016
Q3 | $372K | Sell |
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|
2016
Q2 | $789K | Buy |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | $253K | Buy |
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|
2015
Q3 | $201K | Buy |
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