Mackenzie 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $3.17M | Buy |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.52M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $616K | Sell |
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|
2021
Q3 | $560K | Buy |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.56M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $511K | Sell |
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|
2014
Q4 | $1.03M | Sell |
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|
2014
Q3 | $931K | Sell |
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|
2014
Q2 | $2.53M | Sell |
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|
2014
Q1 | $3.41M | Buy |
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|
2013
Q4 | $2.08M | Buy |
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|
2013
Q3 | $1.33M | Sell |
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|
2013
Q2 | $1.8M | Buy |
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