Geneva 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
Q2 | $32.8M | Buy |
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|
2025
Q1 | $33.6M | Buy |
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|
2024
Q4 | $29.9M | Sell |
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|
2024
Q3 | $33.5M | Buy |
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|
2024
Q2 | $30.2M | Buy |
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|
2024
Q1 | $26.4M | Sell |
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|
2023
Q4 | $26.6M | Buy |
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|
2023
Q3 | $23.3M | Sell |
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|
2023
Q2 | $24.7M | Sell |
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|
2023
Q1 | $21.7M | Buy |
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|
2022
Q4 | $16.7M | Sell |
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|
2022
Q3 | $19.1M | Sell |
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|
2022
Q2 | $18.1M | Sell |
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|
2022
Q1 | $23.2M | Sell |
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|
2021
Q4 | $24.2M | Sell |
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|
2021
Q3 | $21.1M | Sell |
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|
2021
Q2 | $24.2M | Sell |
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|
2021
Q1 | $22.8M | Sell |
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|
2020
Q4 | $20.9M | Sell |
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|
2020
Q3 | $24M | Sell |
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|
2020
Q2 | $19.4M | Sell |
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|
2020
Q1 | $17.5M | Buy |
|