Cox 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 | $889K | Hold |
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|
2025
Q2 | $972K | Hold |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.08M | Hold |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $877K | Hold |
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|
2022
Q4 | $687K | Hold |
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|
2022
Q3 | $709K | Hold |
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|
2022
Q2 | $658K | Hold |
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|
2022
Q1 | $839K | Hold |
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|
2021
Q4 | $862K | Hold |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $718K | Hold |
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|
2020
Q4 | $624K | Hold |
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|
2020
Q3 | $642K | Hold |
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|
2020
Q2 | $490K | Hold |
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|
2020
Q1 | $496K | Hold |
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|
2019
Q4 | $496K | Hold |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $673K | Hold |
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|
2019
Q1 | $589K | Hold |
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|
2018
Q4 | $596K | Hold |
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|
2018
Q3 | $733K | Hold |
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|
2018
Q2 | $734K | Buy |
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