Stifel Financial’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
Q3 | $45.6M | Buy |
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|
2025
Q2 | $45.2M | Buy |
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|
2025
Q1 | $51.7M | Sell |
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|
2024
Q4 | $49M | Sell |
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|
2024
Q3 | $50.9M | Buy |
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|
2024
Q2 | $46.5M | Sell |
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|
2024
Q1 | $43.7M | Buy |
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|
2023
Q4 | $28.9M | Sell |
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|
2023
Q3 | $25.7M | Buy |
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|
2023
Q2 | $25.5M | Sell |
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|
2023
Q1 | $21.9M | Buy |
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|
2022
Q4 | $16.2M | Sell |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $17M | Buy |
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|
2022
Q1 | $9.04M | Sell |
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|
2021
Q4 | $9.33M | Sell |
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|
2021
Q3 | $8.27M | Sell |
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|
2021
Q2 | $9.05M | Buy |
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|
2021
Q1 | $7.84M | Buy |
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|
2020
Q4 | $6.45M | Buy |
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|
2020
Q3 | $6.19M | Buy |
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|
2020
Q2 | $4.29M | Sell |
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|
2020
Q1 | $3.88M | Buy |
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|
2019
Q4 | $4.26M | Buy |
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|
2019
Q3 | $3.1M | Buy |
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|
2019
Q2 | $2.78M | Buy |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $2.19M | Sell |
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|
2018
Q3 | $2.89M | Buy |
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|
2018
Q2 | $2.86M | Buy |
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|
2018
Q1 | $2.8M | Buy |
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|
2017
Q4 | $2.37M | Buy |
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|
2017
Q3 | $2.03M | Buy |
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|
2017
Q2 | $1.64M | Buy |
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|
2017
Q1 | $717K | Sell |
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|
2016
Q4 | $835K | Buy |
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|
2016
Q3 | $638K | Buy |
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|
2016
Q2 | $537K | Buy |
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|
2016
Q1 | $423K | Buy |
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