MCM
Marsico Capital Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Hold |
14,415
| – | – | 0.17% | 57 |
|
|
2025
Q1 | $7.33M | Hold |
14,415
| – | – | 0.25% | 50 |
|
|
2024
Q4 | $6.83M | Sell |
14,415
-4,569
| -24% | -$2.17M | 0.19% | 52 |
|
|
2024
Q3 | $9.34M | Sell |
18,984
-3,439
| -15% | -$1.69M | 0.26% | 42 |
|
|
2024
Q2 | $10.4M | Hold |
22,423
| – | – | 0.31% | 35 |
|
|
2024
Q1 | $9.69M | Sell |
22,423
-6,303
| -22% | -$2.72M | 0.32% | 39 |
|
|
2023
Q4 | $12.3M | Buy |
28,726
+8,008
| +39% | +$3.43M | 0.48% | 31 |
|
|
2023
Q3 | $7.83M | Buy |
20,718
+12,998
| +168% | +$4.91M | 0.34% | 39 |
|
|
2023
Q2 | $2.94M | Hold |
7,720
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $2.46M | Buy |
+7,720
| New | +$2.46M | 0.12% | 55 |
|