DF Dent & Co’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 | $8.74M | Buy |
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|
2025
Q2 | $9.05M | Buy |
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|
2025
Q1 | $9.46M | Sell |
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|
2024
Q4 | $9.08M | Buy |
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|
2024
Q3 | $9.43M | Sell |
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|
2024
Q2 | $8.89M | Sell |
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|
2024
Q1 | $8.49M | Sell |
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|
2023
Q4 | $8.44M | Buy |
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|
2023
Q3 | $7.44M | Buy |
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|
2023
Q2 | $7.29M | Sell |
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|
2023
Q1 | $6.35M | Buy |
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|
2022
Q4 | $4.82M | Buy |
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|
2022
Q3 | $4.97M | Sell |
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|
2022
Q2 | $4.96M | Sell |
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|
2022
Q1 | $6.4M | Sell |
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|
2021
Q4 | $6.62M | Buy |
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|
2021
Q3 | $5.6M | Sell |
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|
2021
Q2 | $6.33M | Sell |
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|
2021
Q1 | $5.78M | Hold |
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|
2020
Q4 | $5.02M | Sell |
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|
2020
Q3 | $5.25M | Sell |
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|
2020
Q2 | $4.07M | Hold |
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|
2020
Q1 | $3.62M | Sell |
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|
2019
Q4 | $9.71M | Sell |
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|
2019
Q3 | $12M | Sell |
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|
2019
Q2 | $15.1M | Sell |
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|
2019
Q1 | $18.1M | Sell |
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|
2018
Q4 | $19.8M | Sell |
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|
2018
Q3 | $89.2M | Buy |
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|
2018
Q2 | $87.2M | Sell |
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|
2018
Q1 | $89M | Buy |
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|
2017
Q4 | $82.3M | Buy |
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|
2017
Q3 | $69.3M | Buy |
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|
2017
Q2 | $52.7M | Buy |
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|
2017
Q1 | $4.66M | Buy |
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|
2016
Q4 | $1.98M | Buy |
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|
2016
Q3 | $592K | Sell |
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|
2016
Q2 | $802K | Sell |
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|
2016
Q1 | $903K | Hold |
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|
2015
Q4 | $785K | Buy |
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|
2015
Q3 | $782K | Hold |
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|
2015
Q2 | $817K | Hold |
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|
2015
Q1 | $830K | Hold |
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|
2014
Q4 | $706K | Buy |
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|
2014
Q3 | $465K | Buy |
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