Ensemble 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $665K | Sell |
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|
2023
Q4 | $958K | Hold |
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|
2023
Q3 | $844K | Hold |
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|
2023
Q2 | $853K | Hold |
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|
2023
Q1 | $711K | Hold |
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|
2022
Q4 | $557K | Hold |
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|
2022
Q3 | $575K | Hold |
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|
2022
Q2 | $534K | Hold |
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|
2022
Q1 | $681K | Hold |
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|
2021
Q4 | $699K | Hold |
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|
2021
Q3 | $591K | Hold |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $583K | Buy |
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|
2020
Q4 | $302K | Buy |
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