Running Oak 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 | $16.1M | Buy |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $9.93M | Buy |
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|
2023
Q3 | $7.67M | Sell |
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|
2023
Q2 | $7.77M | Sell |
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|
2023
Q1 | $6.87M | Buy |
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|
2022
Q4 | $5.18M | Sell |
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|
2022
Q3 | $5.56M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $4.38M | Sell |
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|
2020
Q1 | $4.31M | Sell |
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|
2019
Q4 | $5.32M | Buy |
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