Shelton Capital 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 | $545K | Sell |
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|
2025
Q1 | $638K | Hold |
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|
2024
Q4 | $595K | Hold |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $450K | Hold |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $547K | Sell |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $531K | Hold |
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|
2021
Q1 | $483K | Hold |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $348K | Hold |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $1.93K | Sell |
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|
2018
Q4 | $269K | Hold |
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|
2018
Q3 | $344K | Hold |
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|
2018
Q2 | $344K | Hold |
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|
2018
Q1 | $349K | Hold |
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|
2017
Q4 | $328K | Hold |
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|
2017
Q3 | $311K | Hold |
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|
2017
Q2 | $298K | Sell |
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|
2017
Q1 | $348K | Hold |
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|
2016
Q4 | $360K | Sell |
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|
2016
Q3 | $396K | Hold |
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|
2016
Q2 | $395K | Hold |
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|
2016
Q1 | $379K | Hold |
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|
2015
Q4 | $329K | Hold |
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|
2015
Q3 | $333K | Hold |
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|
2015
Q2 | $348K | Hold |
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|
2015
Q1 | $353K | Hold |
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|
2014
Q4 | $301K | Sell |
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|
2014
Q3 | $254K | Hold |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $294K | Hold |
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|
2013
Q4 | $283K | Sell |
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|
2013
Q3 | $302K | Hold |
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|
2013
Q2 | $269K | Buy |
|