Parkside Financial Bank & Trust’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
555
+1
| +0.2% | +$387 | 0.02% | 456 |
|
|
2025
Q4 | $187K | Buy |
554
+9
| +2% | +$3.21K | 0.01% | 473 |
|
|
2025
Q3 | $220K | Sell |
545
-9
| -2% | -$3.85K | 0.02% | 419 |
|
|
2025
Q2 | $245K | Sell |
554
-19
| -3% | -$8.81K | 0.03% | 385 |
|
|
2025
Q1 | $291K | Buy |
573
+29
| +5% | +$14.3K | 0.04% | 315 |
|
|
2024
Q4 | $258K | Sell |
544
-40
| -7% | -$20.3K | 0.03% | 334 |
|
|
2024
Q3 | $287K | Buy |
584
+24
| +4% | +$11.5K | 0.04% | 297 |
|
|
2024
Q2 | $259K | Buy |
560
+34
| +6% | +$15.5K | 0.04% | 300 |
|
|
2024
Q1 | $227K | Buy |
526
+81
| +18% | +$32.5K | 0.04% | 333 |
|
|
2023
Q4 | $191K | Buy |
445
+37
| +9% | +$14.3K | 0.03% | 320 |
|
|
2023
Q3 | $154K | Buy |
408
+41
| +11% | +$14.8K | 0.04% | 310 |
|
|
2023
Q2 | $140K | Buy |
367
+20
| +6% | +$6.78K | 0.03% | 324 |
|
|
2023
Q1 | $110K | Sell |
347
-3
| -0.9% | -$881 | 0.03% | 364 |
|
|
2022
Q4 | $87.3K | Sell |
350
-603
| -63% | -$159K | 0.03% | 416 |
|
|
2022
Q3 | $245K | Sell |
953
-28
| -3% | -$7.59K | 0.08% | 185 |
|
|
2022
Q2 | $234K | Buy |
981
+61
| +7% | +$16.1K | 0.07% | 192 |
|
|
2022
Q1 | $280K | Sell |
920
-732
| -44% | -$209K | 0.07% | 186 |
|
|
2021
Q4 | $517K | Buy |
1,652
+1,322
| +401% | +$392K | 0.13% | 125 |
|
|
2021
Q3 | $88K | Buy |
330
+5
| +2% | +$1.4K | 0.03% | 353 |
|
|
2021
Q2 | $93K | Buy |
325
+5
| +2% | +$1.43K | 0.03% | 342 |
|
|
2021
Q1 | $83K | Sell |
320
-13
| -4% | -$3.21K | 0.03% | 352 |
|
|
2020
Q4 | $76K | Buy |
333
+24
| +8% | +$5.52K | 0.02% | 360 |
|
|
2020
Q3 | $72K | Sell |
309
-32
| -9% | -$7.21K | 0.03% | 360 |
|
|
2020
Q2 | $61K | Buy |
341
+7
| +2% | +$1.16K | 0.02% | 385 |
|
|
2020
Q1 | $53K | Sell |
334
-13
| -4% | -$2.19K | 0.02% | 367 |
|
|
2019
Q4 | $63K | Buy |
347
+10
| +3% | +$1.76K | 0.02% | 388 |
|
|
2019
Q3 | $57K | Sell |
337
-4
| -1% | -$649 | 0.02% | 380 |
|
|
2019
Q2 | $56K | Buy |
341
+15
| +5% | +$2.36K | 0.02% | 380 |
|
|
2019
Q1 | $47K | Sell |
326
-8
| -2% | -$1.15K | 0.02% | 394 |
|
|
2018
Q4 | $46K | Buy |
334
+21
| +7% | +$3.2K | 0.02% | 376 |
|
|
2018
Q3 | $56K | Hold |
313
| – | – | 0.02% | 351 |
|
|
2018
Q2 | $56K | Buy |
313
+15
| +5% | +$2.73K | 0.02% | 332 |
|
|
2018
Q1 | $54K | Sell |
298
-30
| -9% | -$5.2K | 0.02% | 330 |
|
|
2017
Q4 | $56K | Sell |
328
-24
| -7% | -$3.96K | 0.02% | 340 |
|
|
2017
Q3 | $57K | Buy |
+352
| New | +$53.2K | 0.02% | 319 |
|
Other funds holding WSO
VPM
VCM
Parkside Financial Bank & Trust's WSO Position: Q1 2026 in Review
Parkside Financial Bank & Trust increased its Watsco Inc (WSO) stake by 0.18% in Q1 2026, buying an estimated $387 and bringing the position to 555 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #456.
Parkside Financial Bank & Trust first reported a position in WSO in Q3 2017 and has held it in 35 quarters since. The position peaked at $517K in Q4 2021. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Parkside Financial Bank & Trust held 555 shares of Watsco Inc worth $202K as of Q1 2026.
- Parkside Financial Bank & Trust bought 1 Watsco Inc share in Q1 2026, an estimated $387.
- Watsco Inc made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #456 holding.
- Parkside Financial Bank & Trust first reported a position in Watsco Inc in Q3 2017 and has held it in 35 quarters since.
- Parkside Financial Bank & Trust's Watsco Inc position peaked at $517K in Q4 2021.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.