Roundview Capital’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
Q2
$1.03M Buy
2025
Q1
$736K Buy
2024
Q4
$608K Buy
2024
Q3
$520K Buy
2024
Q2
$481K Hold
2024
Q1
$449K Buy
2023
Q4
$440K Hold
2023
Q3
$388K Hold
2023
Q2
$392K Buy