Donaldson Capital Management’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 | $50.5M | Buy |
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|
2025
Q2 | $37.3M | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $665K | Sell |
|
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|
2024
Q3 | $703K | Sell |
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|
2024
Q2 | $719K | Sell |
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|
2024
Q1 | $1.2M | Sell |
|
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|
2023
Q4 | $1.21M | Sell |
|
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $978K | Sell |
|
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $598K | Buy |
|
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $496K | Buy |
|
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|
2019
Q4 | $525K | Buy |
|
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|
2019
Q3 | $431K | Buy |
|
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|
2019
Q2 | $325K | Buy |
|
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|
2019
Q1 | $250K | Buy |
|
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $311K | Buy |
|
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $274K | Buy |
|
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|
2017
Q3 | $227K | Sell |
|
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|
2017
Q2 | $351K | Sell |
|
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|
2017
Q1 | $587K | Sell |
|
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|
2016
Q4 | $2.58M | Sell |
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|
2016
Q3 | $2.57M | Buy |
|
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $2.13M | Buy |
|
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|
2015
Q4 | $1.62M | Buy |
|