Jacobs Levy Equity 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
Q2 | $56M | Buy |
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|
2025
Q1 | $54.5M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $511K | Buy |
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|
2016
Q4 | $505K | Hold |
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|
2016
Q3 | $480K | Sell |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $2.08M | Sell |
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|
2015
Q4 | $1.85M | Sell |
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|
2015
Q3 | $3.26M | Sell |
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|
2015
Q2 | $4.2M | Buy |
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|
2015
Q1 | $910K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.66M | Sell |
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|
2014
Q1 | $2.61M | Sell |
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|
2013
Q4 | $3.33M | Sell |
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|
2013
Q3 | $3.28M | Hold |
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|
2013
Q2 | $2.92M | Buy |
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