Regions Financial Corp’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 | $2.13M | Sell |
5,842
-185
| -3% | -$71.7K | 0.01% | 360 |
|
|
2025
Q4 | $2.03M | Sell |
6,027
-310
| -5% | -$111K | 0.01% | 375 |
|
|
2025
Q3 | $2.56M | Sell |
6,337
-154
| -2% | -$65.8K | 0.02% | 347 |
|
|
2025
Q2 | $2.87M | Sell |
6,491
-107
| -2% | -$49.6K | 0.02% | 317 |
|
|
2025
Q1 | $3.35M | Sell |
6,598
-139
| -2% | -$68.5K | 0.03% | 276 |
|
|
2024
Q4 | $3.19M | Buy |
6,737
+52
| +0.8% | +$26.3K | 0.02% | 287 |
|
|
2024
Q3 | $3.29M | Hold |
6,685
| – | – | 0.02% | 293 |
|
|
2024
Q2 | $3.1M | Sell |
6,685
-23
| -0.3% | -$10.5K | 0.02% | 287 |
|
|
2024
Q1 | $2.9M | Sell |
6,708
-50
| -0.7% | -$20.1K | 0.02% | 308 |
|
|
2023
Q4 | $2.9M | Sell |
6,758
-55
| -0.8% | -$21.3K | 0.02% | 297 |
|
|
2023
Q3 | $2.57M | Sell |
6,813
-184
| -3% | -$66.5K | 0.02% | 304 |
|
|
2023
Q2 | $2.67M | Buy |
6,997
+117
| +2% | +$39.7K | 0.02% | 308 |
|
|
2023
Q1 | $2.19M | Sell |
6,880
-681
| -9% | -$200K | 0.02% | 330 |
|
|
2022
Q4 | $1.89M | Buy |
7,561
+117
| +2% | +$30.8K | 0.02% | 352 |
|
|
2022
Q3 | $1.92M | Buy |
7,444
+4,478
| +151% | +$1.21M | 0.02% | 333 |
|
|
2022
Q2 | $709K | Sell |
2,966
-264
| -8% | -$69.5K | 0.01% | 530 |
|
|
2022
Q1 | $984K | Buy |
3,230
+44
| +1% | +$12.6K | 0.01% | 505 |
|
|
2021
Q4 | $997K | Sell |
3,186
-327
| -9% | -$96.9K | 0.01% | 501 |
|
|
2021
Q3 | $930K | Sell |
3,513
-112
| -3% | -$31.4K | 0.01% | 492 |
|
|
2021
Q2 | $1.04M | Sell |
3,625
-766
| -17% | -$219K | 0.01% | 480 |
|
|
2021
Q1 | $1.15M | Sell |
4,391
-903
| -17% | -$223K | 0.01% | 447 |
|
|
2020
Q4 | $1.2M | Sell |
5,294
-16,710
| -76% | -$3.84M | 0.01% | 412 |
|
|
2020
Q3 | $5.12M | Sell |
22,004
-10,768
| -33% | -$2.43M | 0.06% | 188 |
|
|
2020
Q2 | $5.82M | Sell |
32,772
-109,642
| -77% | -$18.1M | 0.07% | 173 |
|
|
2020
Q1 | $22.5M | Sell |
142,414
-526
| -0.4% | -$88.8K | 0.3% | 88 |
|
|
2019
Q4 | $25.8M | Sell |
142,940
-5,469
| -4% | -$962K | 0.27% | 96 |
|
|
2019
Q3 | $25.1M | Buy |
148,409
+2,692
| +2% | +$437K | 0.28% | 93 |
|
|
2019
Q2 | $23.8M | Buy |
145,717
+15,509
| +12% | +$2.44M | 0.27% | 93 |
|
|
2019
Q1 | $18.6M | Buy |
130,208
+113,364
| +673% | +$16.3M | 0.21% | 106 |
|
|
2018
Q4 | $2.34M | Buy |
16,844
+1,678
| +11% | +$256K | 0.03% | 250 |
|
|
2018
Q3 | $2.7M | Buy |
15,166
+1,263
| +9% | +$223K | 0.03% | 258 |
|
|
2018
Q2 | $2.48M | Sell |
13,903
-2,021
| -13% | -$368K | 0.03% | 273 |
|
|
2018
Q1 | $2.88M | Buy |
15,924
+3,651
| +30% | +$633K | 0.03% | 258 |
|
|
2017
Q4 | $2.09M | Buy |
12,273
+9,616
| +362% | +$1.59M | 0.02% | 307 |
|
|
2017
Q3 | $428K | Buy |
2,657
+12
| +0.5% | +$1.81K | ﹤0.01% | 660 |
|
|
2017
Q2 | $408K | Sell |
2,645
-751
| -22% | -$107K | ﹤0.01% | 698 |
|
|
2017
Q1 | $486K | Buy |
3,396
+23
| +0.7% | +$3.44K | 0.01% | 657 |
|
|
2016
Q4 | $500K | Buy |
+3,373
| New | +$489K | 0.01% | 655 |
|
Other funds holding WSO
VPM
VCM
