Davidson Kahn Capital Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
1,587
+151
+11% +$66.9K 0.45% 40
2025
Q1
$730K Buy
1,436
+875
+156% +$445K 0.56% 36
2024
Q4
$266K Buy
+561
New +$266K 0.24% 49