Crawford Investment Counsel’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
2,271
+7
| +0.3% | +$3.09K | 0.02% | 209 |
|
|
2025
Q1 | $1.15M | Buy |
2,264
+1
| +0% | +$508 | 0.02% | 208 |
|
|
2024
Q4 | $1.07M | Hold |
2,263
| – | – | 0.02% | 207 |
|
|
2024
Q3 | $1.11M | Sell |
2,263
-50
| -2% | -$24.6K | 0.02% | 203 |
|
|
2024
Q2 | $1.07M | Buy |
2,313
+15
| +0.7% | +$6.95K | 0.02% | 196 |
|
|
2024
Q1 | $993K | Buy |
2,298
+13
| +0.6% | +$5.62K | 0.02% | 192 |
|
|
2023
Q4 | $979K | Sell |
2,285
-30
| -1% | -$12.9K | 0.02% | 189 |
|
|
2023
Q3 | $874K | Hold |
2,315
| – | – | 0.02% | 192 |
|
|
2023
Q2 | $883K | Hold |
2,315
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $737K | Sell |
2,315
-17
| -0.7% | -$5.41K | 0.02% | 202 |
|
|
2022
Q4 | $582K | Hold |
2,332
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $600K | Sell |
2,332
-1
| -0% | -$257 | 0.01% | 216 |
|
|
2022
Q2 | $557K | Sell |
2,333
-7
| -0.3% | -$1.67K | 0.01% | 225 |
|
|
2022
Q1 | $713K | Hold |
2,340
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $732K | Sell |
2,340
-301
| -11% | -$94.2K | 0.01% | 211 |
|
|
2021
Q3 | $699K | Buy |
2,641
+61
| +2% | +$16.1K | 0.01% | 205 |
|
|
2021
Q2 | $740K | Sell |
2,580
-8,209
| -76% | -$2.35M | 0.02% | 208 |
|
|
2021
Q1 | $2.81M | Sell |
10,789
-310
| -3% | -$80.8K | 0.06% | 160 |
|
|
2020
Q4 | $2.51M | Sell |
11,099
-920
| -8% | -$208K | 0.06% | 157 |
|
|
2020
Q3 | $2.8M | Sell |
12,019
-8,821
| -42% | -$2.05M | 0.08% | 142 |
|
|
2020
Q2 | $3.7M | Sell |
20,840
-2,270
| -10% | -$403K | 0.11% | 113 |
|
|
2020
Q1 | $3.65M | Sell |
23,110
-11,819
| -34% | -$1.87M | 0.12% | 108 |
|
|
2019
Q4 | $6.29M | Sell |
34,929
-59,057
| -63% | -$10.6M | 0.16% | 91 |
|
|
2019
Q3 | $15.9M | Sell |
93,986
-4,274
| -4% | -$723K | 0.44% | 51 |
|
|
2019
Q2 | $16.1M | Sell |
98,260
-2,330
| -2% | -$381K | 0.45% | 53 |
|
|
2019
Q1 | $14.4M | Buy |
100,590
+5,386
| +6% | +$771K | 0.43% | 53 |
|
|
2018
Q4 | $13.2M | Buy |
95,204
+1,659
| +2% | +$231K | 0.45% | 56 |
|
|
2018
Q3 | $16.7M | Sell |
93,545
-599
| -0.6% | -$107K | 0.51% | 51 |
|
|
2018
Q2 | $16.8M | Sell |
94,144
-6,589
| -7% | -$1.17M | 0.53% | 48 |
|
|
2018
Q1 | $18.2M | Sell |
100,733
-32,786
| -25% | -$5.93M | 0.57% | 49 |
|
|
2017
Q4 | $22.7M | Sell |
133,519
-5,304
| -4% | -$902K | 0.71% | 44 |
|
|
2017
Q3 | $22.4M | Buy |
138,823
+2,038
| +1% | +$328K | 0.73% | 44 |
|
|
2017
Q2 | $21.1M | Buy |
136,785
+88,890
| +186% | +$13.7M | 0.73% | 41 |
|
|
2017
Q1 | $6.86M | Buy |
47,895
+1,750
| +4% | +$251K | 0.24% | 73 |
|
|
2016
Q4 | $6.84M | Buy |
46,145
+3,910
| +9% | +$579K | 0.25% | 72 |
|
|
2016
Q3 | $5.95M | Sell |
42,235
-630
| -1% | -$88.8K | 0.22% | 73 |
|
|
2016
Q2 | $6.03M | Sell |
42,865
-1,500
| -3% | -$211K | 0.24% | 71 |
|
|
2016
Q1 | $5.98M | Sell |
44,365
-6,140
| -12% | -$827K | 0.25% | 69 |
|
|
2015
Q4 | $5.92M | Sell |
50,505
-16,490
| -25% | -$1.93M | 0.26% | 65 |
|
|
2015
Q3 | $7.94M | Sell |
66,995
-11,870
| -15% | -$1.41M | 0.35% | 51 |
|
|
2015
Q2 | $9.76M | Sell |
78,865
-5,660
| -7% | -$700K | 0.37% | 46 |
|
|
2015
Q1 | $10.6M | Buy |
84,525
+3,360
| +4% | +$422K | 0.38% | 39 |
|
|
2014
Q4 | $8.69M | Buy |
81,165
+14,040
| +21% | +$1.5M | 0.31% | 46 |
|
|
2014
Q3 | $5.79M | Buy |
67,125
+58,115
| +645% | +$5.01M | 0.21% | 59 |
|
|
2014
Q2 | $926K | Hold |
9,010
| – | – | 0.03% | 141 |
|
|
2014
Q1 | $900K | Buy |
9,010
+500
| +6% | +$49.9K | 0.03% | 132 |
|
|
2013
Q4 | $817K | Buy |
8,510
+1,970
| +30% | +$189K | 0.03% | 141 |
|
|
2013
Q3 | $617K | Buy |
6,540
+1,750
| +37% | +$165K | 0.02% | 140 |
|
|
2013
Q2 | $402K | Buy |
+4,790
| New | +$402K | 0.02% | 164 |
|