JP Morgan Chase’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.2M | Sell |
201,299
-13,503
| -6% | -$5.23M | ﹤0.01% | 1177 |
|
|
2025
Q4 | $72.4M | Sell |
214,802
-100,823
| -32% | -$36M | ﹤0.01% | 1123 |
|
|
2025
Q3 | $128M | Sell |
315,625
-27,765
| -8% | -$11.9M | 0.01% | 872 |
|
|
2025
Q2 | $152M | Sell |
343,390
-153,038
| -31% | -$71M | 0.01% | 770 |
|
|
2025
Q1 | $252M | Buy |
496,428
+18,958
| +4% | +$9.34M | 0.02% | 599 |
|
|
2024
Q4 | $226M | Buy |
477,470
+13,409
| +3% | +$6.79M | 0.02% | 623 |
|
|
2024
Q3 | $228M | Buy |
464,061
+41,845
| +10% | +$20.1M | 0.02% | 636 |
|
|
2024
Q2 | $196M | Sell |
422,216
-31,888
| -7% | -$14.6M | 0.02% | 666 |
|
|
2024
Q1 | $196M | Buy |
454,104
+44,354
| +11% | +$17.8M | 0.02% | 661 |
|
|
2023
Q4 | $176M | Buy |
409,750
+297,328
| +264% | +$115M | 0.02% | 658 |
|
|
2023
Q3 | $42.5M | Buy |
112,422
+1,546
| +1% | +$559K | 0.01% | 1194 |
|
|
2023
Q2 | $42.3M | Sell |
110,876
-6,496
| -6% | -$2.2M | ﹤0.01% | 1190 |
|
|
2023
Q1 | $37.3M | Buy |
117,372
+55,033
| +88% | +$16.2M | ﹤0.01% | 1245 |
|
|
2022
Q4 | $15.5M | Sell |
62,339
-6,142
| -9% | -$1.62M | ﹤0.01% | 1865 |
|
|
2022
Q3 | $17.6M | Buy |
68,481
+3,029
| +5% | +$821K | ﹤0.01% | 1670 |
|
|
2022
Q2 | $15.6M | Buy |
65,452
+19,273
| +42% | +$5.07M | ﹤0.01% | 1828 |
|
|
2022
Q1 | $14.1M | Sell |
46,179
-14,023
| -23% | -$4M | ﹤0.01% | 2064 |
|
|
2021
Q4 | $18.8M | Buy |
60,202
+23,246
| +63% | +$6.89M | ﹤0.01% | 1881 |
|
|
2021
Q3 | $9.78M | Sell |
36,956
-13,887
| -27% | -$3.89M | ﹤0.01% | 2406 |
|
|
2021
Q2 | $14.6M | Sell |
50,843
-3,814
| -7% | -$1.09M | ﹤0.01% | 2099 |
|
|
2021
Q1 | $14.3M | Buy |
54,657
+10,510
| +24% | +$2.59M | ﹤0.01% | 2032 |
|
|
2020
Q4 | $10M | Sell |
44,147
-55,804
| -56% | -$12.8M | ﹤0.01% | 2219 |
|
|
2020
Q3 | $23.2M | Sell |
99,951
-25,301
| -20% | -$5.7M | ﹤0.01% | 1403 |
|
|
2020
Q2 | $22.3M | Buy |
125,252
+10,649
| +9% | +$1.76M | ﹤0.01% | 1309 |
|
|
2020
Q1 | $18.1M | Sell |
114,603
-47,262
| -29% | -$7.98M | ﹤0.01% | 1319 |
|
|
2019
Q4 | $29.2M | Sell |
161,865
-17,833
| -10% | -$3.14M | 0.01% | 1298 |
|
|
2019
Q3 | $30.4M | Buy |
179,698
+8,334
| +5% | +$1.35M | 0.01% | 1274 |
|
|
2019
Q2 | $28M | Buy |
171,364
+101,057
| +144% | +$15.9M | 0.01% | 1325 |
|
|
2019
Q1 | $10.1M | Sell |
70,307
-41,499
| -37% | -$5.95M | ﹤0.01% | 2040 |
|
|
2018
Q4 | $15.6M | Buy |
111,806
+45,092
| +68% | +$6.87M | ﹤0.01% | 1676 |
|
|
2018
Q3 | $11.9M | Sell |
66,714
-40,017
| -37% | -$7.07M | ﹤0.01% | 2053 |
|
|
2018
Q2 | $19M | Sell |
106,731
-227,035
| -68% | -$41.3M | ﹤0.01% | 1628 |
|
|
2018
Q1 | $60.4M | Sell |
333,766
-255,621
| -43% | -$44.3M | 0.01% | 840 |
|
|
2017
Q4 | $100M | Sell |
589,387
-27,220
| -4% | -$4.5M | 0.02% | 648 |
|
|
2017
Q3 | $99M | Sell |
616,607
-45,206
| -7% | -$6.83M | 0.02% | 636 |
|
|
2017
Q2 | $102M | Sell |
661,813
-173,921
| -21% | -$24.9M | 0.02% | 611 |
|
|
2017
Q1 | $120M | Buy |
835,734
+60,535
| +8% | +$9.06M | 0.03% | 560 |
|
|
2016
Q4 | $115M | Sell |
775,199
-336,506
| -30% | -$48.8M | 0.03% | 546 |
|
|
2016
Q3 | $157M | Sell |
1,111,705
-146,670
| -12% | -$21M | 0.04% | 434 |
|
|
2016
Q2 | $177M | Buy |
1,258,375
+83,319
| +7% | +$11.2M | 0.05% | 399 |
|
|
2016
Q1 | $158M | Sell |
1,175,056
-652,032
| -36% | -$79.1M | 0.04% | 434 |
|
|
2015
Q4 | $214M | Sell |
1,827,088
-240,636
| -12% | -$29.7M | 0.06% | 371 |
|
|
2015
Q3 | $245M | Sell |
2,067,724
-157,867
| -7% | -$19.7M | 0.07% | 306 |
|
|
2015
Q2 | $275M | Buy |
2,225,591
+858,730
| +63% | +$107M | 0.07% | 325 |
|
|
2015
Q1 | $172M | Buy |
1,366,861
+64,446
| +5% | +$7.39M | 0.04% | 469 |
|
|
2014
Q4 | $139M | Buy |
1,302,415
+76,894
| +6% | +$7.64M | 0.03% | 521 |
|
|
2014
Q3 | $106M | Sell |
1,225,521
-552,279
| -31% | -$51.1M | 0.03% | 592 |
|
|
2014
Q2 | $183M | Sell |
1,777,800
-20,148
| -1% | -$2.04M | 0.05% | 405 |
|
|
2014
Q1 | $180M | Buy |
1,797,948
+960,036
| +115% | +$92.7M | 0.05% | 399 |
|
|
2013
Q4 | $80.5M | Sell |
837,912
-65,541
| -7% | -$6.22M | 0.02% | 606 |
|
|
2013
Q3 | $85.2M | Buy |
903,453
+3,669
| +0.4% | +$336K | 0.03% | 593 |
|
|
2013
Q2 | $75.5M | Buy |
+899,784
| New | +$76M | 0.03% | 595 |
|
Other funds holding WSO
VPM
VCM
