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Savant Capital’s Watsco Inc WSO Stock Holding History

Savant 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
2025
Q3 		– Sell
-520
Closed -$230K – 1379
2025
Q2 		$230K Buy
520
+44
+9% +$20.4K ﹤0.01% 1091
2025
Q1 		$242K Sell
476
-171
-26% -$84.3K ﹤0.01% 923
2024
Q4 		$306K Sell
647
-3
-0.5% -$1.52K ﹤0.01% 1103
2024
Q3 		$320K Buy
650
+60
+10% +$28.8K ﹤0.01% 1060
2024
Q2 		$273K Sell
590
-17
-3% -$7.77K ﹤0.01% 1012
2024
Q1 		$262K Buy
607
+24
+4% +$9.64K ﹤0.01% 942
2023
Q4 		$250K Sell
583
-76
-12% -$29.4K ﹤0.01% 748
2023
Q3 		$249K Buy
659
+62
+10% +$22.4K ﹤0.01% 708
2023
Q2 		$228K Buy
+597
New +$202K ﹤0.01% 709

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State Street
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Baillie Gifford & Co
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return