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Roundview Capital’s Watsco Inc WSO Stock Holding History

Roundview Capital’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$793K Buy
+2,181
New +$845K 0.05% 227
2025
Q4 		– Sell
-2,346
Closed -$948K – 351
2025
Q3 		$948K Buy
2,346
+12
+0.5% +$5.13K 0.06% 219
2025
Q2 		$1.03M Buy
2,334
+887
+61% +$411K 0.07% 213
2025
Q1 		$736K Buy
1,447
+165
+13% +$81.3K 0.05% 228
2024
Q4 		$608K Buy
1,282
+224
+21% +$113K 0.04% 256
2024
Q3 		$520K Buy
1,058
+19
+2% +$9.13K 0.04% 267
2024
Q2 		$481K Hold
1,039
– – 0.04% 262
2024
Q1 		$449K Buy
1,039
+12
+1% +$4.82K 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 +$348K 0.04% 255

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VCM
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return