Commonwealth Equity Services’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.18M | Sell |
11,478
-1,230
| -10% | -$477K | 0.01% | 1461 |
|
|
2025
Q4 | $4.28M | Sell |
12,708
-273
| -2% | -$97.5K | 0.01% | 1438 |
|
|
2025
Q3 | $5.25M | Buy |
12,981
+133
| +1% | +$56.9K | 0.01% | 1314 |
|
|
2025
Q2 | $5.67M | Sell |
12,848
-1,275
| -9% | -$591K | 0.01% | 1239 |
|
|
2025
Q1 | $7.18M | Buy |
14,123
+454
| +3% | +$224K | 0.01% | 1057 |
|
|
2024
Q4 | $6.48M | Buy |
13,669
+108
| +0.8% | +$54.7K | 0.01% | 1077 |
|
|
2024
Q3 | $6.67M | Buy |
13,561
+508
| +4% | +$244K | 0.01% | 1045 |
|
|
2024
Q2 | $6.05M | Sell |
13,053
-10
| -0.1% | -$4.57K | 0.01% | 1079 |
|
|
2024
Q1 | $5.64M | Buy |
13,063
+1,144
| +10% | +$460K | 0.01% | 1095 |
|
|
2023
Q4 | $5.11M | Buy |
11,919
+351
| +3% | +$136K | 0.01% | 1083 |
|
|
2023
Q3 | $4.37M | Sell |
11,568
-760
| -6% | -$275K | 0.01% | 1109 |
|
|
2023
Q2 | $4.7M | Buy |
12,328
+853
| +7% | +$289K | 0.01% | 1069 |
|
|
2023
Q1 | $3.65K | Sell |
11,475
-293
| -2% | -$86.1K | 0.01% | 1186 |
|
|
2022
Q4 | $2.94M | Buy |
11,768
+1,203
| +11% | +$316K | 0.01% | 1247 |
|
|
2022
Q3 | $2.72M | Sell |
10,565
-122
| -1% | -$33.1K | 0.01% | 1228 |
|
|
2022
Q2 | $2.55M | Buy |
10,687
+329
| +3% | +$86.6K | 0.01% | 1275 |
|
|
2022
Q1 | $3.15M | Buy |
10,358
+137
| +1% | +$39.1K | 0.01% | 1200 |
|
|
2021
Q4 | $3.2M | Sell |
10,221
-54
| -0.5% | -$16K | 0.01% | 1178 |
|
|
2021
Q3 | $2.72M | Sell |
10,275
-66
| -0.6% | -$18.5K | 0.01% | 1238 |
|
|
2021
Q2 | $2.96M | Buy |
10,341
+169
| +2% | +$48.4K | 0.01% | 1168 |
|
|
2021
Q1 | $2.65M | Buy |
10,172
+6,940
| +215% | +$1.71M | 0.01% | 1143 |
|
|
2020
Q4 | $732K | Buy |
3,232
+307
| +10% | +$70.6K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $681K | Sell |
2,925
-109
| -4% | -$24.6K | ﹤0.01% | 1749 |
|
|
2020
Q2 | $539K | Buy |
3,034
+168
| +6% | +$27.8K | ﹤0.01% | 1829 |
|
|
2020
Q1 | $453K | Buy |
2,866
+653
| +30% | +$110K | ﹤0.01% | 1759 |
|
|
2019
Q4 | $398K | Sell |
2,213
-4
| -0.2% | -$704 | ﹤0.01% | 2082 |
|
|
2019
Q3 | $375K | Sell |
2,217
-37
| -2% | -$6K | ﹤0.01% | 2045 |
|
|
2019
Q2 | $368K | Buy |
2,254
+99
| +5% | +$15.6K | ﹤0.01% | 2041 |
|
|
2019
Q1 | $308K | Sell |
2,155
-98
| -4% | -$14.1K | ﹤0.01% | 2135 |
|
|
2018
Q4 | $313K | Buy |
2,253
+704
| +45% | +$107K | ﹤0.01% | 1981 |
|
|
2018
Q3 | $276K | Sell |
1,549
-247
| -14% | -$43.6K | ﹤0.01% | 2242 |
|
|
2018
Q2 | $320K | Buy |
1,796
+232
| +15% | +$42.2K | ﹤0.01% | 2059 |
|
|
2018
Q1 | $283K | Buy |
1,564
+31
| +2% | +$5.37K | ﹤0.01% | 2109 |
|
|
2017
Q4 | $261K | Buy |
1,533
+94
| +7% | +$15.5K | ﹤0.01% | 2151 |
|
|
2017
Q3 | $232K | Buy |
+1,439
| New | +$217K | ﹤0.01% | 2158 |
|
Other funds holding WSO
VPM
VCM
