MFWM
Motley Fool Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
23,111
-2,689
| -10% | -$1.19M | 0.62% | 54 |
|
|
2025
Q1 | $13.1M | Sell |
25,800
-4,136
| -14% | -$2.1M | 0.78% | 40 |
|
|
2024
Q4 | $14.2M | Sell |
29,936
-1,649
| -5% | -$783K | 0.73% | 44 |
|
|
2024
Q3 | $15.5M | Sell |
31,585
-805
| -2% | -$396K | 0.78% | 39 |
|
|
2024
Q2 | $15.1M | Sell |
32,390
-14,667
| -31% | -$6.82M | 0.77% | 40 |
|
|
2024
Q1 | $20.3M | Sell |
47,057
-845
| -2% | -$365K | 1.05% | 27 |
|
|
2023
Q4 | $20.5M | Sell |
47,902
-1,036
| -2% | -$443K | 1.07% | 25 |
|
|
2023
Q3 | $18.5M | Buy |
48,938
+2,218
| +5% | +$840K | 1.07% | 27 |
|
|
2023
Q2 | $17.8M | Sell |
46,720
-33,095
| -41% | -$12.6M | 1.05% | 28 |
|
|
2023
Q1 | $25.4M | Sell |
79,815
-2,563
| -3% | -$815K | 1.59% | 18 |
|
|
2022
Q4 | $20.5M | Sell |
82,378
-22,254
| -21% | -$5.55M | 1.43% | 22 |
|
|
2022
Q3 | $26.9M | Sell |
104,632
-3,114
| -3% | -$802K | 1.76% | 17 |
|
|
2022
Q2 | $25.7M | Sell |
107,746
-3,929
| -4% | -$938K | 1.62% | 20 |
|
|
2022
Q1 | $34M | Sell |
111,675
-2,587
| -2% | -$788K | 1.62% | 16 |
|
|
2021
Q4 | $35.8M | Sell |
114,262
-6,719
| -6% | -$2.1M | 1.56% | 16 |
|
|
2021
Q3 | $32M | Sell |
120,981
-1,209
| -1% | -$320K | 1.39% | 21 |
|
|
2021
Q2 | $35M | Sell |
122,190
-906
| -0.7% | -$260K | 1.47% | 15 |
|
|
2021
Q1 | $32.1M | Sell |
123,096
-405
| -0.3% | -$106K | 1.44% | 14 |
|
|
2020
Q4 | $28M | Buy |
123,501
+1,354
| +1% | +$307K | 1.25% | 20 |
|
|
2020
Q3 | $28.4M | Buy |
122,147
+3,951
| +3% | +$920K | 1.48% | 17 |
|
|
2020
Q2 | $21M | Buy |
118,196
+1,489
| +1% | +$265K | 1.19% | 25 |
|
|
2020
Q1 | $18.4M | Buy |
116,707
+7,288
| +7% | +$1.15M | 1.33% | 23 |
|
|
2019
Q4 | $19.7M | Sell |
109,419
-948
| -0.9% | -$171K | 1.18% | 29 |
|
|
2019
Q3 | $18.7M | Sell |
110,367
-565
| -0.5% | -$95.6K | 1.23% | 28 |
|
|
2019
Q2 | $18.1M | Sell |
110,932
-1,131
| -1% | -$185K | 1.14% | 30 |
|
|
2019
Q1 | $16M | Buy |
112,063
+35,536
| +46% | +$5.09M | 1.03% | 32 |
|
|
2018
Q4 | $10.6M | Buy |
76,527
+16,071
| +27% | +$2.24M | 0.81% | 38 |
|
|
2018
Q3 | $10.8M | Sell |
60,456
-67
| -0.1% | -$11.9K | 0.69% | 42 |
|
|
2018
Q2 | $10.8M | Buy |
60,523
+668
| +1% | +$119K | 0.76% | 39 |
|
|
2018
Q1 | $10.8M | Buy |
59,855
+1,630
| +3% | +$295K | 0.8% | 38 |
|
|
2017
Q4 | $9.9M | Buy |
58,225
+1,572
| +3% | +$267K | 0.76% | 38 |
|
|
2017
Q3 | $9.13M | Buy |
56,653
+918
| +2% | +$148K | 0.78% | 39 |
|
|
2017
Q2 | $8.59M | Buy |
55,735
+26,717
| +92% | +$4.12M | 0.78% | 38 |
|
|
2017
Q1 | $4.16M | Buy |
29,018
+1,661
| +6% | +$238K | 0.4% | 74 |
|
|
2016
Q4 | $4.05M | Buy |
27,357
+9,074
| +50% | +$1.34M | 0.43% | 69 |
|
|
2016
Q3 | $2.58M | Sell |
18,283
-318
| -2% | -$44.8K | 0.27% | 103 |
|
|
2016
Q2 | $2.62M | Buy |
+18,601
| New | +$2.62M | 0.29% | 98 |
|