Rockefeller Capital 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
Q3 | $8.14M | Sell |
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|
2025
Q2 | $9.59M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $4.94M | Sell |
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|
2024
Q3 | $5.42M | Sell |
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|
2024
Q2 | $5.46M | Sell |
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|
2024
Q1 | $5.81M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $797K | Buy |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $154K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $58K | Buy |
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|
2020
Q3 | $47K | Sell |
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|
2020
Q2 | $39K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $16K | Buy |
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