HI
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Horizon Investments’s Watsco Inc WSO Stock Holding History

Horizon 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
2025
Q4 		– Sell
-1
Closed -$401 – 1397
2025
Q3 		$401 Buy
+1
New +$428 ﹤0.01% 1148
2025
Q2 		– Sell
-1
Closed -$505 – 1143
2025
Q1 		$505 Buy
+1
New +$493 ﹤0.01% 834
2023
Q4 		– Sell
-2,125
Closed -$798K – 874
2023
Q3 		$798K Sell
2,125
-2
-0.1% -$723 0.02% 205
2023
Q2 		$806K Buy
2,127
+1
+0% +$339 0.02% 214
2023
Q1 		$671K Buy
2,126
+1
+0% +$294 0.02% 234
2022
Q4 		$525K Sell
2,125
-2,505
-54% -$659K 0.02% 364
2022
Q3 		$1.18M Sell
4,630
-1,876
-29% -$508K 0.04% 179
2022
Q2 		$1.54M Buy
+6,506
New +$1.71M 0.05% 139

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State Street
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Baillie Gifford & Co
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Morgan Stanley
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return