Envestnet Asset 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
Q2 | $116M | Sell |
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|
2025
Q1 | $136M | Buy |
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|
2024
Q4 | $123M | Buy |
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|
2024
Q3 | $126M | Sell |
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|
2024
Q2 | $123M | Sell |
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|
2024
Q1 | $120M | Sell |
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|
2023
Q4 | $121M | Sell |
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|
2023
Q3 | $111M | Buy |
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|
2023
Q2 | $52.9M | Buy |
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|
2023
Q1 | $43.5M | Buy |
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|
2022
Q4 | $31.7M | Buy |
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|
2022
Q3 | $31.7M | Buy |
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|
2022
Q2 | $27.2M | Buy |
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|
2022
Q1 | $22.4M | Buy |
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|
2021
Q4 | $22.7M | Buy |
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|
2021
Q3 | $18.6M | Buy |
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|
2021
Q2 | $19.3M | Buy |
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|
2021
Q1 | $16.6M | Buy |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $9.54M | Buy |
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|
2020
Q2 | $6.44M | Sell |
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|
2020
Q1 | $6.02M | Sell |
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|
2019
Q4 | $7.87M | Buy |
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|
2019
Q3 | $7.15M | Sell |
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|
2019
Q2 | $7.92M | Buy |
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|
2019
Q1 | $4.15M | Buy |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $599K | Buy |
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|
2018
Q1 | $607K | Sell |
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|
2017
Q4 | $907K | Buy |
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|
2017
Q3 | $475K | Buy |
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|
2017
Q2 | $431K | Buy |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $506K | Sell |
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|
2016
Q3 | $813K | Buy |
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|
2016
Q2 | $465K | Buy |
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|
2016
Q1 | $414K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $28K | Sell |
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|
2014
Q3 | $28K | Sell |
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|
2014
Q2 | $37K | Hold |
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|
2014
Q1 | $36K | Buy |
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|
2013
Q4 | $34K | Buy |
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|
2013
Q3 | $28K | Sell |
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|
2013
Q2 | $26K | Buy |
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