SMDAM
Sumitomo Mitsui DS Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
31,465
+9,835
| +45% | +$4.34M | 0.13% | 149 |
|
|
2025
Q1 | $11M | Buy |
21,630
+18,434
| +577% | +$9.37M | 0.11% | 163 |
|
|
2024
Q4 | $1.51M | Hold |
3,196
| – | – | 0.02% | 550 |
|
|
2024
Q3 | $1.57M | Hold |
3,196
| – | – | 0.02% | 539 |
|
|
2024
Q2 | $1.48M | Buy |
3,196
+743
| +30% | +$344K | 0.02% | 524 |
|
|
2024
Q1 | $1.06M | Sell |
2,453
-12
| -0.5% | -$5.18K | 0.01% | 587 |
|
|
2023
Q4 | $1.06M | Buy |
2,465
+10
| +0.4% | +$4.29K | 0.01% | 598 |
|
|
2023
Q3 | $927K | Sell |
2,455
-12
| -0.5% | -$4.53K | 0.01% | 568 |
|
|
2023
Q2 | $941K | Buy |
+2,467
| New | +$941K | 0.01% | 577 |
|