Meeder Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.73K | Sell |
24
-1
| -4% | -$387 | ﹤0.01% | 725 |
|
|
2025
Q4 | $8.42K | Buy |
25
+18
| +257% | +$6.43K | ﹤0.01% | 705 |
|
|
2025
Q3 | $2.83K | Buy |
7
+1
| +17% | +$428 | ﹤0.01% | 756 |
|
|
2025
Q2 | $2.65K | Sell |
6
-11
| -65% | -$5.1K | ﹤0.01% | 795 |
|
|
2025
Q1 | $8.64K | Sell |
17
-15
| -47% | -$7.39K | ﹤0.01% | 672 |
|
|
2024
Q4 | $15.2K | Buy |
32
+23
| +256% | +$11.6K | ﹤0.01% | 603 |
|
|
2024
Q3 | $4.43K | Sell |
9
-17
| -65% | -$8.17K | ﹤0.01% | 763 |
|
|
2024
Q2 | $12K | Buy |
26
+17
| +189% | +$7.77K | ﹤0.01% | 611 |
|
|
2024
Q1 | $3.89K | Buy |
+9
| New | +$3.62K | ﹤0.01% | 666 |
|
|
2023
Q4 | – | Sell |
-3,025
| Closed | -$1.14M | – | 585 |
|
|
2023
Q3 | $1.14M | Buy |
3,025
+3,013
| +25,108% | +$1.09M | 0.09% | 139 |
|
|
2023
Q2 | $4.58K | Sell |
12
-165
| -93% | -$56K | ﹤0.01% | 468 |
|
|
2023
Q1 | $56.3K | Buy |
+177
| New | +$52K | ﹤0.01% | 425 |
|
|
2022
Q4 | – | Sell |
-698
| Closed | -$180K | – | 2040 |
|
|
2022
Q3 | $180K | Buy |
698
+74
| +12% | +$20.1K | 0.01% | 595 |
|
|
2022
Q2 | $149K | Sell |
624
-108
| -15% | -$28.4K | 0.01% | 660 |
|
|
2022
Q1 | $223K | Buy |
+732
| New | +$209K | 0.01% | 629 |
|
|
2021
Q4 | – | Sell |
-366
| Closed | -$97K | – | 2369 |
|
|
2021
Q3 | $97K | Sell |
366
-3
| -0.8% | -$841 | 0.01% | 903 |
|
|
2021
Q2 | $106K | Buy |
369
+111
| +43% | +$31.8K | ﹤0.01% | 895 |
|
|
2021
Q1 | $67K | Buy |
258
+101
| +64% | +$24.9K | ﹤0.01% | 1021 |
|
|
2020
Q4 | $36K | Sell |
157
-601
| -79% | -$138K | 0.01% | 656 |
|
|
2020
Q3 | $176K | Buy |
758
+731
| +2,707% | +$165K | 0.01% | 642 |
|
|
2020
Q2 | $5K | Sell |
27
-1
| -4% | -$165 | ﹤0.01% | 1543 |
|
|
2020
Q1 | $4K | Sell |
28
-1
| -3% | -$169 | ﹤0.01% | 1892 |
|
|
2019
Q4 | $5K | Sell |
29
-599
| -95% | -$105K | ﹤0.01% | 1808 |
|
|
2019
Q3 | $106K | Sell |
628
-35
| -5% | -$5.68K | 0.01% | 778 |
|
|
2019
Q2 | $108K | Buy |
+663
| New | +$104K | 0.01% | 736 |
|
|
2018
Q3 | – | Sell |
-690
| Closed | -$123K | – | 1710 |
|
|
2018
Q2 | $123K | Sell |
690
-1,060
| -61% | -$193K | 0.01% | 589 |
|
|
2018
Q1 | $317K | Sell |
1,750
-10,648
| -86% | -$1.85M | 0.03% | 395 |
|
|
2017
Q4 | $2.11M | Buy |
12,398
+11,950
| +2,667% | +$1.97M | 0.18% | 124 |
|
|
2017
Q3 | $72K | Buy |
+448
| New | +$67.7K | 0.01% | 628 |
|
|
2016
Q3 | – | Sell |
-1,432
| Closed | -$203K | – | 962 |
|
|
2016
Q2 | $203K | Sell |
1,432
-1,734
| -55% | -$233K | 0.02% | 565 |
|
|
2016
Q1 | $426K | Buy |
3,166
+338
| +12% | +$41K | 0.04% | 442 |
|
|
2015
Q4 | $332K | Buy |
+2,828
| New | +$349K | 0.03% | 447 |
|
Other funds holding WSO
VPM
VCM
