MAI Capital Management’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
Q3 | $1.23M | Buy |
|
|||||
|
2025
Q2 | $260K | Buy |
|
|||||
|
2025
Q1 | $241K | Sell |
|
|||||
|
2024
Q4 | $226K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $275K | Sell |
|
|||||
|
2023
Q3 | $247K | Buy |
|
|||||
|
2023
Q2 | $249K | Hold |
|
|||||
|
2023
Q1 | $207K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $328K | Sell |
|
|||||
|
2022
Q1 | $436K | Buy |
|
|||||
|
2021
Q4 | $209K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $202K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $234K | Hold |
|
|||||
|
2015
Q3 | $237K | Sell |
|
|||||
|
2015
Q2 | $285K | Hold |
|
|||||
|
2015
Q1 | $289K | Buy |
|
|||||
|
2014
Q4 | $246K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $236K | Hold |
|
|||||
|
2014
Q1 | $230K | Hold |
|
|||||
|
2013
Q4 | $221K | Hold |
|
|||||
|
2013
Q3 | $217K | Buy |
|