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 | $146K | Sell |
400
-300
| -43% | -$116K | ﹤0.01% | 4665 |
|
|
2025
Q4 | $236K | Buy |
+700
| New | +$250K | ﹤0.01% | 4054 |
|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$710K | – | 9842 |
|
|
2024
Q4 | $710K | Sell |
1,500
-1,800
| -55% | -$912K | ﹤0.01% | 3194 |
|
|
2024
Q3 | $1.62M | Buy |
3,300
+1,800
| +120% | +$865K | ﹤0.01% | 2459 |
|
|
2024
Q2 | $694K | Sell |
1,500
-100
| -6% | -$45.7K | ﹤0.01% | 3302 |
|
|
2024
Q1 | $691K | Sell |
1,600
-1,800
| -53% | -$723K | ﹤0.01% | 3508 |
|
|
2023
Q4 | $1.46M | Sell |
3,400
-3,500
| -51% | -$1.36M | ﹤0.01% | 2646 |
|
|
2023
Q3 | $2.61M | Buy |
6,900
+6,300
| +1,050% | +$2.28M | ﹤0.01% | 1861 |
|
|
2023
Q2 | $228K | Buy |
600
+400
| +200% | +$136K | ﹤0.01% | 4159 |
|
|
2023
Q1 | $63K | Sell |
200
-1,900
| -90% | -$558K | ﹤0.01% | 5671 |
|
|
2022
Q4 | $523K | Sell |
2,100
-10,800
| -84% | -$2.84M | ﹤0.01% | 3115 |
|
|
2022
Q3 | $3.32M | Sell |
12,900
-19,800
| -61% | -$5.37M | ﹤0.01% | 1521 |
|
|
2022
Q2 | $7.81M | Buy |
32,700
+32,600
| +32,600% | +$8.58M | 0.01% | 912 |
|
|
2022
Q1 | $30K | Sell |
100
-400
| -80% | -$114K | ﹤0.01% | 7784 |
|
|
2021
Q4 | $156K | Sell |
500
-1,200
| -71% | -$355K | ﹤0.01% | 5544 |
|
|
2021
Q3 | $492K | Hold |
1,700
| – | – | ﹤0.01% | 4133 |
|
|
2021
Q2 | $487K | Buy |
1,700
+1,694
| +28,233% | +$485K | ﹤0.01% | 4215 |
|
|
2021
Q1 | $156K | Buy |
6
+1
| +20% | +$247 | ﹤0.01% | 5124 |
|
|
2020
Q4 | $113K | Hold |
5
| – | – | ﹤0.01% | 5325 |
|
|
2020
Q3 | $116K | Sell |
5
-16
| -76% | -$3.6K | ﹤0.01% | 4737 |
|
|
2020
Q2 | $373K | Sell |
21
-35
| -63% | -$5.79K | ﹤0.01% | 3261 |
|
|
2020
Q1 | $884K | Sell |
56
-6
| -10% | -$1.01K | ﹤0.01% | 2001 |
|
|
2019
Q4 | $1.12M | Buy |
+62
| New | +$10.9K | ﹤0.01% | 1993 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$261K | – | 7975 |
|
|
2019
Q2 | $261K | Buy |
16
+7
| +78% | +$1.1K | ﹤0.01% | 3208 |
|
|
2019
Q1 | $128K | Sell |
9
-39
| -81% | -$5.6K | ﹤0.01% | 4086 |
|
|
2018
Q4 | $667K | Buy |
48
+30
| +167% | +$4.57K | ﹤0.01% | 1968 |
|
|
2018
Q3 | $320K | Sell |
18
-24
| -57% | -$4.24K | ﹤0.01% | 3094 |
|
|
2018
Q2 | $748K | Buy |
42
+36
| +600% | +$6.55K | ﹤0.01% | 2051 |
|
|
2018
Q1 | $1K | Buy |
+6
| New | +$1.04K | ﹤0.01% | 5826 |
|
|
2017
Q2 | – | Sell |
-24
| Closed | -$4K | – | 6881 |
|
|
2017
Q1 | $4K | Buy |
24
+17
| +243% | +$2.54K | ﹤0.01% | 4835 |
|
|
2016
Q4 | $1K | Buy |
+7
| New | +$1.01K | ﹤0.01% | 5543 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$2K | – | 6544 |
|
|
2016
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 5041 |
|
|
2016
Q1 | $2K | Buy |
+18
| New | +$2.18K | ﹤0.01% | 4834 |
|
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.