Riverbridge Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.9M | Sell |
92,603
-10,920
| -11% | -$4.82M | 0.66% | 58 |
|
2025
Q1 | $52.6M | Sell |
103,523
-9,949
| -9% | -$5.06M | 0.84% | 43 |
|
2024
Q4 | $53.8M | Sell |
113,472
-7,922
| -7% | -$3.75M | 0.73% | 51 |
|
2024
Q3 | $59.7M | Sell |
121,394
-13,890
| -10% | -$6.83M | 0.8% | 46 |
|
2024
Q2 | $62.7M | Sell |
135,284
-5,316
| -4% | -$2.46M | 0.85% | 45 |
|
2024
Q1 | $60.7M | Sell |
140,600
-2,236
| -2% | -$966K | 0.74% | 52 |
|
2023
Q4 | $61.2M | Sell |
142,836
-1,202
| -0.8% | -$515K | 0.76% | 50 |
|
2023
Q3 | $54.4M | Sell |
144,038
-2,994
| -2% | -$1.13M | 0.74% | 47 |
|
2023
Q2 | $56.1M | Buy |
147,032
+15,446
| +12% | +$5.89M | 0.71% | 52 |
|
2023
Q1 | $41.9M | Sell |
131,586
-2,301
| -2% | -$732K | 0.59% | 62 |
|
2022
Q4 | $33.4M | Sell |
133,887
-7,613
| -5% | -$1.9M | 0.5% | 69 |
|
2022
Q3 | $36.4M | Buy |
141,500
+24,613
| +21% | +$6.34M | 0.54% | 67 |
|
2022
Q2 | $27.9M | Sell |
116,887
-27,839
| -19% | -$6.65M | 0.45% | 74 |
|
2022
Q1 | $44.1M | Sell |
144,726
-1,601
| -1% | -$488K | 0.5% | 69 |
|
2021
Q4 | $45.8M | Buy |
146,327
+2,669
| +2% | +$835K | 0.45% | 72 |
|
2021
Q3 | $38M | Buy |
143,658
+711
| +0.5% | +$188K | 0.38% | 84 |
|
2021
Q2 | $41M | Buy |
142,947
+5,886
| +4% | +$1.69M | 0.42% | 88 |
|
2021
Q1 | $35.7M | Buy |
137,061
+101
| +0.1% | +$26.3K | 0.41% | 81 |
|
2020
Q4 | $31M | Sell |
136,960
-16,453
| -11% | -$3.73M | 0.34% | 83 |
|
2020
Q3 | $35.7M | Buy |
153,413
+30,670
| +25% | +$7.14M | 0.5% | 67 |
|
2020
Q2 | $21.8M | Buy |
122,743
+7,637
| +7% | +$1.36M | 0.34% | 83 |
|
2020
Q1 | $18.2M | Sell |
115,106
-3,962
| -3% | -$626K | 0.38% | 78 |
|
2019
Q4 | $21.5M | Sell |
119,068
-430
| -0.4% | -$77.5K | 0.39% | 81 |
|
2019
Q3 | $20.2M | Buy |
119,498
+2,165
| +2% | +$366K | 0.38% | 80 |
|
2019
Q2 | $19.2M | Sell |
117,333
-10,527
| -8% | -$1.72M | 0.36% | 84 |
|
2019
Q1 | $18.3M | Sell |
127,860
-8,110
| -6% | -$1.16M | 0.36% | 84 |
|
2018
Q4 | $18.9M | Sell |
135,970
-11,498
| -8% | -$1.6M | 0.39% | 82 |
|
2018
Q3 | $26.3M | Sell |
147,468
-3,326
| -2% | -$592K | 0.44% | 76 |
|
2018
Q2 | $26.9M | Sell |
150,794
-7,182
| -5% | -$1.28M | 0.48% | 70 |
|
2018
Q1 | $28.6M | Sell |
157,976
-820
| -0.5% | -$148K | 0.52% | 68 |
|
2017
Q4 | $27M | Sell |
158,796
-4,267
| -3% | -$726K | 0.52% | 66 |
|
2017
Q3 | $26.3M | Buy |
163,063
+66,240
| +68% | +$10.7M | 0.52% | 70 |
|
2017
Q2 | $14.9M | Buy |
+96,823
| New | +$14.9M | 0.29% | 90 |
|