Lee Financial’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 | – | Sell |
-3,665
| Closed | -$1.23M | – | 155 |
|
|
2025
Q4 | $1.23M | Sell |
3,665
-463
| -11% | -$165K | 0.17% | 64 |
|
|
2025
Q3 | $1.67M | Sell |
4,128
-41
| -1% | -$17.5K | 0.21% | 53 |
|
|
2025
Q2 | $1.84M | Buy |
4,169
+409
| +11% | +$190K | 0.26% | 39 |
|
|
2025
Q1 | $1.91M | Sell |
3,760
-463
| -11% | -$228K | 0.29% | 35 |
|
|
2024
Q4 | $2M | Sell |
4,223
-68
| -2% | -$34.4K | 0.28% | 34 |
|
|
2024
Q3 | $2.11M | Sell |
4,291
-80
| -2% | -$38.5K | 0.3% | 31 |
|
|
2024
Q2 | $2.02M | Sell |
4,371
-258
| -6% | -$118K | 0.33% | 29 |
|
|
2024
Q1 | $2M | Sell |
4,629
-45
| -1% | -$18.1K | 0.33% | 31 |
|
|
2023
Q4 | $2M | Sell |
4,674
-3
| -0.1% | -$1.16K | 0.35% | 29 |
|
|
2023
Q3 | $1.77M | Sell |
4,677
-325
| -6% | -$118K | 0.33% | 32 |
|
|
2023
Q2 | $1.91M | Hold |
5,002
| – | – | 0.33% | 30 |
|
|
2023
Q1 | $1.59M | Sell |
5,002
-749
| -13% | -$220K | 0.27% | 44 |
|
|
2022
Q4 | $1.43M | Buy |
5,751
+94
| +2% | +$24.7K | 0.24% | 54 |
|
|
2022
Q3 | $1.46M | Buy |
5,657
+12
| +0.2% | +$3.25K | 0.27% | 51 |
|
|
2022
Q2 | $1.35M | Buy |
5,645
+51
| +0.9% | +$13.4K | 0.25% | 55 |
|
|
2022
Q1 | $1.7M | Buy |
5,594
+8
| +0.1% | +$2.28K | 0.3% | 44 |
|
|
2021
Q4 | $1.75M | Buy |
5,586
+7
| +0.1% | +$2.07K | 0.33% | 42 |
|
|
2021
Q3 | $1.48M | Sell |
5,579
-1,556
| -22% | -$436K | 0.31% | 46 |
|
|
2021
Q2 | $2.04M | Sell |
7,135
-191
| -3% | -$54.7K | 0.43% | 33 |
|
|
2021
Q1 | $1.91M | Sell |
7,326
-276
| -4% | -$68.1K | 0.45% | 30 |
|
|
2020
Q4 | $1.72M | Hold |
7,602
| – | – | 0.45% | 36 |
|
|
2020
Q3 | $1.77M | Sell |
7,602
-18
| -0.2% | -$4.05K | 0.49% | 33 |
|
|
2020
Q2 | $1.35M | Buy |
7,620
+802
| +12% | +$133K | 0.38% | 47 |
|
|
2020
Q1 | $1.08M | Sell |
6,818
-1
| -0% | -$169 | 0.36% | 47 |
|
|
2019
Q4 | $1.23M | Buy |
6,819
+113
| +2% | +$19.9K | 0.27% | 52 |
|
|
2019
Q3 | $1.13M | Buy |
6,706
+55
| +0.8% | +$8.92K | 0.26% | 57 |
|
|
2019
Q2 | $1.09M | Sell |
6,651
-48
| -0.7% | -$7.54K | 0.25% | 57 |
|
|
2019
Q1 | $959K | Buy |
6,699
+19
| +0.3% | +$2.73K | 0.22% | 64 |
|
|
2018
Q4 | $929K | Sell |
6,680
-109
| -2% | -$16.6K | 0.25% | 57 |
|
|
2018
Q3 | $1.21M | Sell |
6,789
-33
| -0.5% | -$5.83K | 0.3% | 49 |
|
|
2018
Q2 | $1.22M | Sell |
6,822
-35
| -0.5% | -$6.37K | 0.29% | 52 |
|
|
2018
Q1 | $1.24M | Sell |
6,857
-64
| -0.9% | -$11.1K | 0.31% | 49 |
|
|
2017
Q4 | $1.18M | Sell |
6,921
-108
| -2% | -$17.8K | 0.34% | 56 |
|
|
2017
Q3 | $1.13M | Sell |
7,029
-184
| -3% | -$27.8K | 0.37% | 56 |
|
|
2017
Q2 | $1.11M | Buy |
+7,213
| New | +$1.03M | 0.41% | 55 |
|
Other funds holding WSO
VPM
VCM
