Hamilton Point Investment Advisors’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.71M | Sell |
12,951
-45
| -0.3% | -$17.4K | 0.73% | 46 |
|
|
2025
Q4 | $4.38M | Sell |
12,996
-75
| -0.6% | -$26.8K | 0.67% | 51 |
|
|
2025
Q3 | $5.28M | Buy |
13,071
+51
| +0.4% | +$21.8K | 0.82% | 44 |
|
|
2025
Q2 | $5.75M | Sell |
13,020
-262
| -2% | -$122K | 0.95% | 39 |
|
|
2025
Q1 | $6.75M | Buy |
13,282
+46
| +0.3% | +$22.7K | 1.21% | 32 |
|
|
2024
Q4 | $6.27M | Buy |
13,236
+49
| +0.4% | +$24.8K | 1.13% | 35 |
|
|
2024
Q3 | $6.49M | Sell |
13,187
-169
| -1% | -$81.2K | 1.17% | 32 |
|
|
2024
Q2 | $6.19M | Buy |
13,356
+146
| +1% | +$66.7K | 1.2% | 32 |
|
|
2024
Q1 | $5.71M | Sell |
13,210
-190
| -1% | -$76.3K | 1.11% | 36 |
|
|
2023
Q4 | $5.74M | Buy |
13,400
+111
| +0.8% | +$43K | 1.16% | 32 |
|
|
2023
Q3 | $5.02M | Buy |
13,289
+15
| +0.1% | +$5.42K | 1.24% | 34 |
|
|
2023
Q2 | $5.06M | Sell |
13,274
-268
| -2% | -$90.9K | 1.21% | 35 |
|
|
2023
Q1 | $4.31M | Buy |
13,542
+127
| +0.9% | +$37.3K | 1.05% | 45 |
|
|
2022
Q4 | $3.35M | Buy |
13,415
+117
| +0.9% | +$30.8K | 0.92% | 48 |
|
|
2022
Q3 | $3.42M | Sell |
13,298
-1
| -0% | -$271 | 1.04% | 44 |
|
|
2022
Q2 | $3.18M | Buy |
13,299
+274
| +2% | +$72.1K | 0.92% | 50 |
|
|
2022
Q1 | $3.97M | Buy |
13,025
+498
| +4% | +$142K | 1.02% | 44 |
|
|
2021
Q4 | $3.92M | Buy |
12,527
+339
| +3% | +$100K | 0.93% | 47 |
|
|
2021
Q3 | $3.23M | Buy |
12,188
+181
| +2% | +$50.8K | 0.86% | 49 |
|
|
2021
Q2 | $3.44M | Buy |
12,007
+95
| +0.8% | +$27.2K | 0.93% | 48 |
|
|
2021
Q1 | $3.11M | Buy |
11,912
+216
| +2% | +$53.3K | 0.9% | 51 |
|
|
2020
Q4 | $2.65M | Buy |
11,696
+57
| +0.5% | +$13.1K | 0.84% | 50 |
|
|
2020
Q3 | $2.71M | Buy |
+11,639
| New | +$2.62M | 0.96% | 47 |
|
Other funds holding WSO
VPM
VCM
