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Longfellow Investment Management’s Watsco Inc WSO Stock Holding History

Longfellow Investment Management’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
Q3 		– Sell
-2
Closed -$883 – 302
2025
Q2 		$883 Hold
2
– – ﹤0.01% 250
2025
Q1 		$1.02K Hold
2
– – ﹤0.01% 251
2024
Q4 		$948 Hold
2
– – ﹤0.01% 259
2024
Q3 		$984 Hold
2
– – ﹤0.01% 242
2024
Q2 		$926 Hold
2
– – ﹤0.01% 237
2024
Q1 		$864 Hold
2
– – ﹤0.01% 254
2023
Q4 		$857 Hold
2
– – ﹤0.01% 233
2023
Q3 		$755 Hold
2
– – ﹤0.01% 223
2023
Q2 		$763 Hold
2
– – ﹤0.01% 254
2023
Q1 		$636 Sell
2
-863
-100% -$254K ﹤0.01% 262
2022
Q4 		$216K Buy
865
+1
+0.1% +$263 0.05% 150
2022
Q3 		$222K Hold
864
– – 0.05% 172
2022
Q2 		$208K Hold
864
– – 0.04% 184
2022
Q1 		$264K Hold
864
– – 0.04% 196
2021
Q4 		$271K Hold
864
– – 0.04% 193
2021
Q3 		$229K Hold
864
– – 0.04% 219
2021
Q2 		$248K Sell
864
-461
-35% -$132K 0.04% 223
2021
Q1 		$346K Sell
1,325
-195
-13% -$48.1K 0.04% 271
2020
Q4 		$346K Buy
+1,520
New +$349K 0.04% 221

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