Hunter Associates Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
4,590
-1,650
| -26% | -$727K | 0.3% | 84 |
|
|
2025
Q1 | $3.17M | Sell |
6,240
-165
| -3% | -$83.9K | 0.49% | 48 |
|
|
2024
Q4 | $3.03M | Sell |
6,405
-150
| -2% | -$71K | 0.46% | 51 |
|
|
2024
Q3 | $3.22M | Buy |
6,555
+115
| +2% | +$56.5K | 0.5% | 42 |
|
|
2024
Q2 | $2.98M | Sell |
6,440
-650
| -9% | -$301K | 0.5% | 43 |
|
|
2024
Q1 | $3.06M | Buy |
7,090
+365
| +5% | +$157K | 0.51% | 47 |
|
|
2023
Q4 | $2.89M | Sell |
6,725
-168
| -2% | -$72.1K | 0.53% | 47 |
|
|
2023
Q3 | $2.61M | Buy |
6,893
+108
| +2% | +$41K | 0.53% | 45 |
|
|
2023
Q2 | $2.58M | Sell |
6,785
-1,125
| -14% | -$428K | 0.5% | 50 |
|
|
2023
Q1 | $2.53M | Sell |
7,910
-1,000
| -11% | -$319K | 0.54% | 51 |
|
|
2022
Q4 | $2.22M | Sell |
8,910
-900
| -9% | -$224K | 0.53% | 52 |
|
|
2022
Q3 | $2.53M | Sell |
9,810
-140
| -1% | -$36.1K | 0.66% | 44 |
|
|
2022
Q2 | $2.38M | Buy |
9,950
+6,950
| +232% | +$1.66M | 0.59% | 47 |
|
|
2022
Q1 | $914K | Hold |
3,000
| – | – | 0.29% | 66 |
|
|
2021
Q4 | $939K | Hold |
3,000
| – | – | 0.27% | 67 |
|
|
2021
Q3 | $794K | Sell |
3,000
-800
| -21% | -$212K | 0.26% | 70 |
|
|
2021
Q2 | $1.09M | Sell |
3,800
-7,485
| -66% | -$2.15M | 0.34% | 55 |
|
|
2021
Q1 | $2.94M | Sell |
11,285
-645
| -5% | -$168K | 0.68% | 40 |
|
|
2020
Q4 | $2.7M | Sell |
11,930
-1,210
| -9% | -$274K | 0.66% | 40 |
|
|
2020
Q3 | $3.06M | Sell |
13,140
-1,090
| -8% | -$254K | 0.85% | 31 |
|
|
2020
Q2 | $2.53M | Buy |
14,230
+2,944
| +26% | +$523K | 0.75% | 35 |
|
|
2020
Q1 | $1.78M | Buy |
11,286
+75
| +0.7% | +$11.9K | 0.69% | 34 |
|
|
2019
Q4 | $2.02M | Buy |
11,211
+900
| +9% | +$162K | 0.63% | 38 |
|
|
2019
Q3 | $1.74M | Buy |
10,311
+206
| +2% | +$34.8K | 0.6% | 45 |
|
|
2019
Q2 | $1.65M | Buy |
10,105
+5,320
| +111% | +$870K | 0.57% | 48 |
|
|
2019
Q1 | $685K | Buy |
+4,785
| New | +$685K | 0.24% | 84 |
|