Riverbridge Partners’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
Q2 | $50.1M | Sell |
120,334
-11,404
| -9% | -$4.58M | 1.4% | 21 |
|
|
2026
Q1 | $47.9M | Buy |
131,738
+62,328
| +90% | +$24.2M | 1.17% | 27 |
|
|
2025
Q4 | $23.4M | Sell |
69,410
-16,939
| -20% | -$6.05M | 0.44% | 68 |
|
|
2025
Q3 | $34.9M | Sell |
86,349
-6,254
| -7% | -$2.67M | 0.59% | 60 |
|
|
2025
Q2 | $40.9M | Sell |
92,603
-10,920
| -11% | -$5.07M | 0.66% | 58 |
|
|
2025
Q1 | $52.6M | Sell |
103,523
-9,949
| -9% | -$4.9M | 0.84% | 43 |
|
|
2024
Q4 | $53.8M | Sell |
113,472
-7,922
| -7% | -$4.01M | 0.73% | 51 |
|
|
2024
Q3 | $59.7M | Sell |
121,394
-13,890
| -10% | -$6.68M | 0.8% | 46 |
|
|
2024
Q2 | $62.7M | Sell |
135,284
-5,316
| -4% | -$2.43M | 0.85% | 45 |
|
|
2024
Q1 | $60.7M | Sell |
140,600
-2,236
| -2% | -$898K | 0.74% | 52 |
|
|
2023
Q4 | $61.2M | Sell |
142,836
-1,202
| -0.8% | -$466K | 0.76% | 50 |
|
|
2023
Q3 | $54.4M | Sell |
144,038
-2,994
| -2% | -$1.08M | 0.74% | 47 |
|
|
2023
Q2 | $56.1M | Buy |
147,032
+15,446
| +12% | +$5.24M | 0.71% | 52 |
|
|
2023
Q1 | $41.9M | Sell |
131,586
-2,301
| -2% | -$676K | 0.59% | 62 |
|
|
2022
Q4 | $33.4M | Sell |
133,887
-7,613
| -5% | -$2M | 0.5% | 69 |
|
|
2022
Q3 | $36.4M | Buy |
141,500
+24,613
| +21% | +$6.67M | 0.54% | 67 |
|
|
2022
Q2 | $27.9M | Sell |
116,887
-27,839
| -19% | -$7.33M | 0.45% | 74 |
|
|
2022
Q1 | $44.1M | Sell |
144,726
-1,601
| -1% | -$457K | 0.5% | 69 |
|
|
2021
Q4 | $45.8M | Buy |
146,327
+2,669
| +2% | +$791K | 0.45% | 72 |
|
|
2021
Q3 | $38M | Buy |
143,658
+711
| +0.5% | +$199K | 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% | +$24.9K | 0.41% | 81 |
|
|
2020
Q4 | $31M | Sell |
136,960
-16,453
| -11% | -$3.78M | 0.34% | 83 |
|
|
2020
Q3 | $35.7M | Buy |
153,413
+30,670
| +25% | +$6.91M | 0.5% | 67 |
|
|
2020
Q2 | $21.8M | Buy |
122,743
+7,637
| +7% | +$1.26M | 0.34% | 83 |
|
|
2020
Q1 | $18.2M | Sell |
115,106
-3,962
| -3% | -$669K | 0.38% | 78 |
|
|
2019
Q4 | $21.4M | Sell |
119,068
-430
| -0.4% | -$75.6K | 0.39% | 81 |
|
|
2019
Q3 | $20.2M | Buy |
119,498
+2,165
| +2% | +$351K | 0.38% | 80 |
|
|
2019
Q2 | $19.2M | Sell |
117,333
-10,527
| -8% | -$1.65M | 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% | -$1.75M | 0.39% | 82 |
|
|
2018
Q3 | $26.3M | Sell |
147,468
-3,326
| -2% | -$588K | 0.44% | 76 |
|
|
2018
Q2 | $26.9M | Sell |
150,794
-7,182
| -5% | -$1.31M | 0.48% | 70 |
|
|
2018
Q1 | $28.6M | Sell |
157,976
-820
| -0.5% | -$142K | 0.52% | 68 |
|
|
2017
Q4 | $27M | Sell |
158,796
-4,267
| -3% | -$705K | 0.52% | 66 |
|
|
2017
Q3 | $26.3M | Buy |
163,063
+66,240
| +68% | +$10M | 0.52% | 70 |
|
|
2017
Q2 | $14.9M | Buy |
+96,823
| New | +$13.8M | 0.29% | 90 |
|
Other funds holding WSO
DC
HCM
AAMU
HCM
DS
BST
BFS
CCM
HWAM