Fidelity Investments’s Watsco Inc WSO Stock Holding History

Fidelity 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
2026 Q1	$688M	Sell	1,890,322 -76,577	-4%	-$29.7M	0.04%	404
2025 Q4	$663M	Sell	1,966,899 -1,034,964	-34%	-$370M	0.03%	412
2025 Q3	$1.21B	Sell	3,001,863 -111,127	-4%	-$47.5M	0.06%	243
2025 Q2	$1.37B	Sell	3,112,990 -294,817	-9%	-$137M	0.08%	212
2025 Q1	$1.73B	Sell	3,407,807 -63,434	-2%	-$31.3M	0.11%	152
2024 Q4	$1.64B	Sell	3,471,241 -152,918	-4%	-$77.4M	0.1%	159
2024 Q3	$1.78B	Buy	3,624,159 +346,470	+11%	+$167M	0.11%	152
2024 Q2	$1.52B	Buy	3,277,689 +229,521	+8%	+$105M	0.1%	158
2024 Q1	$1.32B	Buy	3,048,168 +1,619,645	+113%	+$651M	0.09%	191
2023 Q4	$612M	Buy	1,428,523 +16,861	+1%	+$6.53M	0.05%	360
2023 Q3	$533M	Sell	1,411,662 -56,898	-4%	-$20.6M	0.05%	369
2023 Q2	$560M	Buy	1,468,560 +131,162	+10%	+$44.5M	0.05%	387
2023 Q1	$426M	Buy	1,337,398 +180,247	+16%	+$52.9M	0.04%	459
2022 Q4	$289M	Buy	1,157,151 +106,218	+10%	+$27.9M	0.03%	568
2022 Q3	$271M	Buy	1,050,933 +44,253	+4%	+$12M	0.03%	560
2022 Q2	$240M	Buy	1,006,680 +54,928	+6%	+$14.5M	0.02%	632
2022 Q1	$290M	Buy	951,752 +7,041	+0.7%	+$2.01M	0.02%	644
2021 Q4	$296M	Buy	944,711 +99,394	+12%	+$29.4M	0.02%	646
2021 Q3	$224M	Sell	845,317 -4,668	-0.5%	-$1.31M	0.02%	757
2021 Q2	$244M	Sell	849,985 -89,378	-10%	-$25.6M	0.02%	732
2021 Q1	$245M	Sell	939,363 -314,482	-25%	-$77.5M	0.02%	698
2020 Q4	$284M	Buy	1,253,845 +14,566	+1%	+$3.35M	0.03%	604
2020 Q3	$289M	Buy	1,239,279 +165,062	+15%	+$37.2M	0.03%	496
2020 Q2	$191M	Buy	1,074,217 +190,819	+22%	+$31.6M	0.02%	629
2020 Q1	$140M	Buy	883,398 +116,615	+15%	+$19.7M	0.02%	632
2019 Q4	$138M	Sell	766,783 -30,638	-4%	-$5.39M	0.02%	790
2019 Q3	$135M	Sell	797,421 -58,872	-7%	-$9.55M	0.02%	771
2019 Q2	$140M	Buy	856,293 +16,345	+2%	+$2.57M	0.02%	785
2019 Q1	$120M	Buy	839,948 +12,136	+1%	+$1.74M	0.01%	831
2018 Q4	$115M	Sell	827,812 -151,699	-15%	-$23.1M	0.02%	787
2018 Q3	$174M	Sell	979,511 -57,934	-6%	-$10.2M	0.02%	714
2018 Q2	$185M	Sell	1,037,445 -2,053	-0.2%	-$373K	0.02%	698
2018 Q1	$188M	Buy	1,039,498 +65,449	+7%	+$11.3M	0.02%	716
2017 Q4	$166M	Sell	974,049 -282,201	-22%	-$46.6M	0.02%	771
2017 Q3	$202M	Buy	1,256,250 +232,737	+23%	+$35.2M	0.02%	678
2017 Q2	$158M	Buy	1,023,513 +99,041	+11%	+$14.2M	0.02%	771
2017 Q1	$132M	Buy	924,472 +47,626	+5%	+$7.13M	0.02%	867
2016 Q4	$130M	Sell	876,846 -101,300	-10%	-$14.7M	0.02%	857
2016 Q3	$138M	Sell	978,146 -38,900	-4%	-$5.57M	0.02%	834
2016 Q2	$143M	Sell	1,017,046 -27,352	-3%	-$3.67M	0.02%	810
2016 Q1	$141M	Sell	1,044,398 -18,000	-2%	-$2.18M	0.02%	821
2015 Q4	$124M	Sell	1,062,398 -13,100	-1%	-$1.62M	0.02%	873
2015 Q3	$127M	Sell	1,075,498 -420,448	-28%	-$52.4M	0.02%	850
2015 Q2	$185M	Sell	1,495,946 -1,343,833	-47%	-$167M	0.02%	740
2015 Q1	$357M	Sell	2,839,779 -93,701	-3%	-$10.8M	0.05%	446
2014 Q4	$314M	Buy	2,933,480 +287,834	+11%	+$28.6M	0.04%	469
2014 Q3	$228M	Buy	2,645,646 +1,653,300	+167%	+$153M	0.03%	598
2014 Q2	$102M	Sell	992,346 -30,462	-3%	-$3.08M	0.01%	988
2014 Q1	$102M	Buy	1,022,808 +247,467	+32%	+$23.9M	0.01%	977
2013 Q4	$74.5M	Sell	775,341 -1,060,359	-58%	-$101M	0.01%	1120
2013 Q3	$173M	Sell	1,835,700 -593,103	-24%	-$54.3M	0.03%	687
2013 Q2	$204M	Buy	+2,428,803	New	+$205M	0.03%	577