Shaker Investments’s Watsco Inc WSO Stock Holding History

Shaker Investments’s Portfolio WSO Stock Details WSO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.52M	Sell
2024 Q4	$1.45M	Sell
2024 Q3	$3.72M	Buy
2024 Q2	$3.5M	Sell
2024 Q1	$3.27M	Buy
2023 Q4	$3.23M	Buy
2023 Q3	$2.85M	Buy
2023 Q2	$752K	Buy