O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $1.8M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $705K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q2 | $57K | Buy |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $46K | Sell |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $33K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $374K | Sell |
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|
2015
Q3 | $879K | Buy |
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|
2015
Q2 | $449K | Buy |
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|
2015
Q1 | $92K | Buy |
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