Groesbeck Investment 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
Q1 | $349K | Hold |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $731K | Hold |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $978K | Hold |
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|
2023
Q4 | $970K | Hold |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q2 | $772K | Hold |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $473K | Hold |
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|
2022
Q1 | $603K | Hold |
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|
2021
Q4 | $620K | Hold |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $568K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $288K | Hold |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $392K | Buy |
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|
2019
Q2 | $213K | Buy |
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