Shell Asset Management’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 | $595K | Hold |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $541K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $704K | Sell |
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|
2020
Q4 | $616K | Hold |
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|
2020
Q3 | $634K | Hold |
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|
2020
Q2 | $484K | Buy |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $495K | Sell |
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|
2019
Q3 | $468K | Buy |
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