Johnson Investment Counsel’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
Q3 | $524K | Buy |
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|
2025
Q2 | $566K | Buy |
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|
2025
Q1 | $624K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $601K | Hold |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $533K | Sell |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.42M | Sell |
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|
2021
Q4 | $2.49M | Sell |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $877K | Buy |
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|
2020
Q3 | $884K | Sell |
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|
2020
Q2 | $898K | Hold |
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|
2020
Q1 | $799K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $968K | Sell |
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|
2019
Q2 | $936K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $484K | Hold |
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|
2016
Q1 | $463K | Sell |
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|
2015
Q4 | $420K | Buy |
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|
2015
Q3 | $402K | Hold |
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|
2015
Q2 | $420K | Hold |
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|
2015
Q1 | $427K | Hold |
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|
2014
Q4 | $363K | Buy |
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|
2014
Q3 | $249K | Hold |
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|
2014
Q2 | $298K | Hold |
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|
2014
Q1 | $289K | Hold |
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|
2013
Q4 | $278K | Hold |
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|
2013
Q3 | $273K | Buy |
|