IIM
INTECH Investment Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
11,897
+3,272
| +38% | +$1.44M | 0.05% | 334 |
|
|
2025
Q1 | $4.38M | Sell |
8,625
-2,040
| -19% | -$1.04M | 0.05% | 364 |
|
|
2024
Q4 | $5.05M | Buy |
10,665
+4,790
| +82% | +$2.27M | 0.05% | 321 |
|
|
2024
Q3 | $2.89M | Sell |
5,875
-4,855
| -45% | -$2.39M | 0.03% | 382 |
|
|
2024
Q2 | $4.97M | Buy |
10,730
+8,927
| +495% | +$4.14M | 0.06% | 259 |
|
|
2024
Q1 | $779K | Buy |
1,803
+120
| +7% | +$51.8K | 0.01% | 490 |
|
|
2023
Q4 | $721K | Buy |
1,683
+362
| +27% | +$155K | 0.01% | 485 |
|
|
2023
Q3 | $499K | Sell |
1,321
-1,541
| -54% | -$582K | 0.01% | 580 |
|
|
2023
Q2 | $1.09M | Buy |
2,862
+139
| +5% | +$53K | 0.01% | 449 |
|
|
2023
Q1 | $866K | Sell |
2,723
-861
| -24% | -$274K | 0.01% | 542 |
|
|
2022
Q4 | $894K | Sell |
3,584
-61
| -2% | -$15.2K | 0.01% | 538 |
|
|
2022
Q3 | $938K | Sell |
3,645
-4,104
| -53% | -$1.06M | 0.01% | 513 |
|
|
2022
Q2 | $1.85M | Buy |
+7,749
| New | +$1.85M | 0.01% | 460 |
|