Schroder Investment Management Group’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 | $1.16M | Sell |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $15M | Sell |
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|
2024
Q1 | $14.3M | Sell |
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|
2023
Q4 | $16.2M | Sell |
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|
2023
Q3 | $30.9M | Sell |
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|
2023
Q2 | $56.1M | Sell |
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|
2023
Q1 | $51.2M | Sell |
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|
2022
Q4 | $47.2M | Sell |
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|
2022
Q3 | $57M | Sell |
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|
2022
Q2 | $62.5M | Buy |
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|
2022
Q1 | $37.1M | Sell |
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|
2021
Q4 | $52.2M | Buy |
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|
2021
Q3 | $42.7M | Sell |
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|
2021
Q2 | $63.3M | Buy |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $1.98M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5.33M | Sell |
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|
2018
Q4 | $6.5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $56K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $855K | Buy |
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