Laurie J. Hall Trustee’s Watsco Inc WSO Stock Holding History

Laurie J. Hall Trustee’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-60	Closed	-$28K	–	244
2024 Q4	$28K	Hold	60	–	–	0.01%	207
2024 Q3	$30K	Hold	60	–	–	0.01%	214
2024 Q2	$28K	Hold	60	–	–	0.01%	206
2024 Q1	$26K	Hold	60	–	–	0.01%	212
2023 Q4	$26K	Hold	60	–	–	0.01%	211
2023 Q3	$23K	Hold	60	–	–	0.01%	212
2023 Q2	$23K	Hold	60	–	–	0.01%	217
2023 Q1	$19K	Hold	60	–	–	0.01%	213
2022 Q4	$15K	Hold	60	–	–	0.01%	218
2022 Q3	$15K	Hold	60	–	–	0.01%	226
2022 Q2	$14K	Hold	60	–	–	0.01%	246
2022 Q1	$18K	Hold	60	–	–	0.01%	247
2021 Q4	$19K	Hold	60	–	–	0.01%	250
2021 Q3	$16K	Hold	60	–	–	0.01%	257
2021 Q2	$17K	Hold	60	–	–	0.01%	266
2021 Q1	$16K	Hold	60	–	–	0.01%	277
2020 Q4	$14K	Hold	60	–	–	0.01%	272
2020 Q3	$14K	Buy	+60	New	+$13.5K	0.01%	251
2019 Q4	$17K	Hold	95	–	–	0.01%	248
2019 Q3	$16K	Hold	95	–	–	0.01%	240
2019 Q2	$16K	Hold	95	–	–	0.01%	244
2019 Q1	$14K	Hold	95	–	–	0.01%	251
2018 Q4	$14K	Hold	95	–	–	0.01%	251
2018 Q3	$17K	Hold	95	–	–	0.01%	259
2018 Q2	$17K	Hold	95	–	–	0.01%	259
2018 Q1	$17K	Hold	95	–	–	0.01%	256
2017 Q4	$16K	Buy	+95	New	+$15.7K	0.01%	268

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurie J. Hall Trustee's WSO Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Watsco Inc (WSO) in Q1 2025, closing a stake of 60 shares — an estimated $28K sold.

Laurie J. Hall Trustee first reported a position in WSO in Q4 2017 and held it in 27 quarters. The position peaked at $30K in Q3 2024. 841 funds tracked by Wall St. Rank hold WSO as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Watsco Inc position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 60 Watsco Inc shares in Q1 2025, an estimated $28K.
Laurie J. Hall Trustee first reported a position in Watsco Inc in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's Watsco Inc position peaked at $30K in Q3 2024.
841 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.