Curi RMB Capital’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 | $27.6M | Sell |
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|
2025
Q2 | $32.2M | Sell |
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|
2025
Q1 | $38.7M | Sell |
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|
2024
Q4 | $37.2M | Sell |
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|
2024
Q3 | $38.7M | Buy |
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|
2024
Q2 | $35.6M | Sell |
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|
2024
Q1 | $33.3M | Buy |
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|
2023
Q4 | $31.5M | Sell |
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|
2023
Q3 | $30.7M | Buy |
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|
2023
Q2 | $30.9M | Sell |
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|
2023
Q1 | $26.3M | Buy |
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|
2022
Q4 | $18.6M | Buy |
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|
2022
Q3 | $18.4M | Buy |
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|
2022
Q2 | $17M | Buy |
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|
2022
Q1 | $16.3M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $12.7M | Buy |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $6.51M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $8.63M | Buy |
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|
2018
Q4 | $6.81M | Buy |
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|
2018
Q3 | $7.99M | Sell |
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|
2018
Q2 | $8.07M | Sell |
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|
2018
Q1 | $8.43M | Sell |
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|
2017
Q4 | $8M | Buy |
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|
2017
Q3 | $7.53M | Sell |
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|
2017
Q2 | $7.38M | Buy |
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|
2017
Q1 | $6.81M | Sell |
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|
2016
Q4 | $9.68M | Sell |
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|
2016
Q3 | $10.2M | Sell |
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|
2016
Q2 | $10.4M | Sell |
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|
2016
Q1 | $10.4M | Sell |
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|
2015
Q4 | $9.45M | Buy |
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