Oak Ridge Investments’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
Q2 | $843K | Buy |
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|
2025
Q1 | $967K | Sell |
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|
2024
Q4 | $919K | Buy |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $793K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $201K | Hold |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $755K | Sell |
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|
2021
Q3 | $759K | Hold |
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|
2021
Q2 | $822K | Hold |
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|
2021
Q1 | $748K | Hold |
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|
2020
Q4 | $650K | Hold |
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|
2020
Q3 | $669K | Sell |
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|
2020
Q2 | $514K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $15.6M | Sell |
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|
2018
Q4 | $16.3M | Sell |
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|
2018
Q3 | $22.3M | Sell |
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|
2018
Q2 | $24.1M | Sell |
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|
2018
Q1 | $26M | Sell |
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|
2017
Q4 | $31.1M | Sell |
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|
2017
Q3 | $43M | Sell |
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|
2017
Q2 | $58.6M | Sell |
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|
2017
Q1 | $62.5M | Sell |
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|
2016
Q4 | $83.8M | Sell |
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|
2016
Q3 | $93.4M | Sell |
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|
2016
Q2 | $107M | Sell |
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|
2016
Q1 | $109M | Sell |
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|
2015
Q4 | $98M | Sell |
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|
2015
Q3 | $99.3M | Buy |
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|
2015
Q2 | $98.3M | Buy |
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|
2015
Q1 | $96.5M | Buy |
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|
2014
Q4 | $81.9M | Buy |
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|
2014
Q3 | $65.7M | Sell |
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|
2014
Q2 | $80.6M | Buy |
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|
2014
Q1 | $77.9M | Buy |
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|
2013
Q4 | $72.8M | Buy |
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|
2013
Q3 | $71.2M | Sell |
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|
2013
Q2 | $63.5M | Buy |
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