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Orion Capital Management’s Watsco Inc WSO Stock Holding History

Orion Capital 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
2025
Q4 		– Sell
-5
Closed -$2.02K – 570
2025
Q3 		$2.02K Hold
5
– – ﹤0.01% 484
2025
Q2 		$2.21K Hold
5
– – ﹤0.01% 441
2025
Q1 		$2.54K Hold
5
– – ﹤0.01% 428
2024
Q4 		$2.37K Buy
+5
New +$2.53K ﹤0.01% 434
2024
Q3 		– Sell
-5
Closed -$2.32K – 423
2024
Q2 		$2.32K Hold
5
– – ﹤0.01% 400
2024
Q1 		$2.16K Hold
5
– – ﹤0.01% 457
2023
Q4 		$2.14K Hold
5
– – ﹤0.01% 462
2023
Q3 		$1.89K Buy
+5
New +$1.81K ﹤0.01% 456

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