Epoch Investment Partners’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
$12.8M Buy
2021
Q4
Sell
2021
Q3
$60.5M Sell
2021
Q2
$89.6M Sell
2021
Q1
$95.4M Sell
2020
Q4
$111M Sell
2020
Q3
$118M Sell
2020
Q2
$97.5M Sell
2020
Q1
$87.4M Sell
2019
Q4
$115M Sell
2019
Q3
$125M Buy
2019
Q2
$117M Sell
2019
Q1
$115M Buy
2018
Q4
$24.7M Buy
2018
Q3
$16.5M Buy
2018
Q2
$9.37K Buy