Roundview Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,334
+887
| +61% | +$392K | 0.07% | 213 |
|
|
2025
Q1 | $736K | Buy |
1,447
+165
| +13% | +$83.9K | 0.05% | 228 |
|
|
2024
Q4 | $608K | Buy |
1,282
+224
| +21% | +$106K | 0.04% | 256 |
|
|
2024
Q3 | $520K | Buy |
1,058
+19
| +2% | +$9.35K | 0.04% | 267 |
|
|
2024
Q2 | $481K | Hold |
1,039
| – | – | 0.04% | 262 |
|
|
2024
Q1 | $449K | Buy |
1,039
+12
| +1% | +$5.18K | 0.04% | 263 |
|
|
2023
Q4 | $440K | Hold |
1,027
| – | – | 0.04% | 256 |
|
|
2023
Q3 | $388K | Hold |
1,027
| – | – | 0.04% | 253 |
|
|
2023
Q2 | $392K | Buy |
+1,027
| New | +$392K | 0.04% | 255 |
|