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MTM Investment Management’s Watsco Inc WSO Stock Holding History

MTM Investment Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-117
Closed -$39.4K – 720
2025
Q4 		$39.4K Sell
117
-147
-56% -$52.5K 0.01% 364
2025
Q3 		$107K Hold
264
– – 0.03% 259
2025
Q2 		$116K Buy
+264
New +$122K 0.04% 243
2024
Q1 		– Sell
-484
Closed -$207K – 300
2023
Q4 		$207K Buy
+484
New +$188K 0.09% 175

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