Simplex Trading’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.4K | Buy |
+100
| New | +$38.7K | ﹤0.01% | 6193 |
|
|
2025
Q3 | – | Sell |
-2,800
| Closed | -$1.24M | – | 10214 |
|
|
2025
Q2 | $1.24M | Buy |
2,800
+2,400
| +600% | +$1.11M | ﹤0.01% | 2560 |
|
|
2025
Q1 | $203K | Sell |
400
-1,600
| -80% | -$789K | ﹤0.01% | 4310 |
|
|
2024
Q4 | $947K | Sell |
2,000
-19,800
| -91% | -$10M | ﹤0.01% | 2900 |
|
|
2024
Q3 | $10.7M | Buy |
21,800
+13,300
| +156% | +$6.39M | 0.01% | 993 |
|
|
2024
Q2 | $3.94M | Sell |
8,500
-2,900
| -25% | -$1.33M | ﹤0.01% | 1608 |
|
|
2024
Q1 | $4.92M | Buy |
11,400
+2,700
| +31% | +$1.08M | ﹤0.01% | 1618 |
|
|
2023
Q4 | $3.73M | Buy |
8,700
+3,300
| +61% | +$1.28M | ﹤0.01% | 1806 |
|
|
2023
Q3 | $2.04M | Buy |
5,400
+4,000
| +286% | +$1.45M | ﹤0.01% | 2055 |
|
|
2023
Q2 | $534K | Sell |
1,400
-6,600
| -83% | -$2.24M | ﹤0.01% | 3242 |
|
|
2023
Q1 | $2.54M | Buy |
+8,000
| New | +$2.35M | ﹤0.01% | 1752 |
|
|
2022
Q4 | – | Sell |
-3,600
| Closed | -$926K | – | 10596 |
|
|
2022
Q3 | $926K | Sell |
3,600
-3,300
| -48% | -$894K | ﹤0.01% | 2737 |
|
|
2022
Q2 | $1.65M | Buy |
+6,900
| New | +$1.82M | ﹤0.01% | 2074 |
|
|
2021
Q4 | – | Sell |
-1,100
| Closed | -$318K | – | 11584 |
|
|
2021
Q3 | $318K | Hold |
1,100
| – | – | ﹤0.01% | 4818 |
|
|
2021
Q2 | $315K | Buy |
1,100
+1,098
| +54,900% | +$314K | ﹤0.01% | 4895 |
|
|
2021
Q1 | $52K | Sell |
2
-34
| -94% | -$8.38K | ﹤0.01% | 6578 |
|
|
2020
Q4 | $815K | Sell |
36
-66
| -65% | -$15.2K | ﹤0.01% | 2816 |
|
|
2020
Q3 | $2.38M | Buy |
102
+101
| +10,100% | +$22.8K | ﹤0.01% | 1391 |
|
|
2020
Q2 | $17K | Sell |
1
-3
| -75% | -$496 | ﹤0.01% | 6344 |
|
|
2020
Q1 | $63K | Buy |
+4
| New | +$675 | ﹤0.01% | 4896 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | -$84K | – | 8055 |
|
|
2019
Q3 | $84K | Sell |
5
-14
| -74% | -$2.27K | ﹤0.01% | 4506 |
|
|
2019
Q2 | $310K | Sell |
19
-2
| -10% | -$314 | ﹤0.01% | 3039 |
|
|
2019
Q1 | $300K | Sell |
21
-23
| -52% | -$3.3K | ﹤0.01% | 3202 |
|
|
2018
Q4 | $612K | Buy |
44
+43
| +4,300% | +$6.55K | ﹤0.01% | 2043 |
|
|
2018
Q3 | $17K | Sell |
1
-1
| -50% | -$177 | ﹤0.01% | 6093 |
|
|
2018
Q2 | $35K | Sell |
2
-1
| -33% | -$182 | ﹤0.01% | 5418 |
|
|
2018
Q1 | $1K | Sell |
3
-3
| -50% | -$520 | ﹤0.01% | 5825 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$991 | ﹤0.01% | 5663 |
|
|
2016
Q4 | – | Sell |
-23
| Closed | -$2K | – | 6628 |
|
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 5076 |
|
|
2016
Q2 | $6K | Buy |
23
+13
| +130% | +$1.75K | ﹤0.01% | 4128 |
|
|
2016
Q1 | $1K | Buy |
+10
| New | +$1.21K | ﹤0.01% | 5268 |
|
Other funds holding WSO
VPM
VCM
Simplex Trading's WSO Position: Q1 2026 in Review
Simplex Trading reduced its Watsco Inc (WSO) stake by 95% in Q1 2026, selling an estimated $282K and leaving 42 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6982.
Simplex Trading first reported a position in WSO in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2017. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Simplex Trading held 42 shares of Watsco Inc worth $15.3K as of Q1 2026.
- Simplex Trading sold 729 Watsco Inc shares in Q1 2026, an estimated $282K.
- Watsco Inc made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6982 holding.
- Simplex Trading first reported a position in Watsco Inc in Q4 2014 and has held it in 22 quarters since.
- Simplex Trading's Watsco Inc position peaked at $1.4M in Q3 2017.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.