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Disciplined Investments’s Watsco Inc WSO Stock Holding History

Disciplined Investments’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$1.91K – 1569
2023
Q2 		$1.91K Sell
5
-1
-17% -$339 ﹤0.01% 672
2023
Q1 		$1.91K Buy
6
+2
+50% +$588 ﹤0.01% 681
2022
Q4 		$998 Sell
4
-64
-94% -$16.8K ﹤0.01% 906
2022
Q3 		$18K Sell
68
-10
-13% -$2.71K 0.01% 321
2022
Q2 		$19K Buy
78
+19
+32% +$5K 0.01% 324
2022
Q1 		$18K Buy
59
+4
+7% +$1.14K 0.01% 343
2021
Q4 		$17K Buy
+55
New +$16.3K 0.01% 324

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Fidelity Investments
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Charles Schwab
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State Street
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Capital World Investors
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William Blair & Company
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return