Saturna 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
Q3 | $217K | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.66M | Hold |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $378K | Buy |
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