TD Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
6,395
-280
| -4% | -$124K | ﹤0.01% | 864 |
|
|
2025
Q1 | $3.39M | Buy |
6,675
+165
| +3% | +$83.9K | ﹤0.01% | 846 |
|
|
2024
Q4 | $3.09M | Buy |
6,510
+261
| +4% | +$124K | ﹤0.01% | 887 |
|
|
2024
Q3 | $3.1M | Buy |
6,249
+510
| +9% | +$253K | ﹤0.01% | 903 |
|
|
2024
Q2 | $2.66M | Buy |
5,739
+11
| +0.2% | +$5.1K | ﹤0.01% | 913 |
|
|
2024
Q1 | $2.47M | Sell |
5,728
-646
| -10% | -$279K | ﹤0.01% | 951 |
|
|
2023
Q4 | $2.73M | Buy |
6,374
+3,898
| +157% | +$1.67M | ﹤0.01% | 911 |
|
|
2023
Q3 | $935K | Sell |
2,476
-48
| -2% | -$18.1K | ﹤0.01% | 1161 |
|
|
2023
Q2 | $963K | Buy |
+2,524
| New | +$963K | ﹤0.01% | 1140 |
|
|
2021
Q4 | – | Sell |
-15,367
| Closed | -$4.07M | – | 1552 |
|
|
2021
Q3 | $4.07M | Sell |
15,367
-97
| -0.6% | -$25.7K | ﹤0.01% | 872 |
|
|
2021
Q2 | $4.37M | Sell |
15,464
-10,645
| -41% | -$3.01M | ﹤0.01% | 863 |
|
|
2021
Q1 | $6.81M | Sell |
26,109
-16,650
| -39% | -$4.34M | 0.01% | 747 |
|
|
2020
Q4 | $9.69M | Sell |
42,759
-828
| -2% | -$188K | 0.01% | 601 |
|
|
2020
Q3 | $10.2M | Sell |
43,587
-2,016
| -4% | -$470K | 0.01% | 538 |
|
|
2020
Q2 | $8.1M | Sell |
45,603
-937
| -2% | -$166K | 0.01% | 554 |
|
|
2020
Q1 | $7.35M | Sell |
46,540
-2,075
| -4% | -$328K | 0.01% | 550 |
|
|
2019
Q4 | $8.76M | Sell |
48,615
-7,380
| -13% | -$1.33M | 0.01% | 584 |
|
|
2019
Q3 | $9.47M | Sell |
55,995
-2,834
| -5% | -$479K | 0.01% | 538 |
|
|
2019
Q2 | $9.62M | Sell |
58,829
-7,811
| -12% | -$1.28M | 0.01% | 535 |
|
|
2019
Q1 | $9.54M | Buy |
66,640
+16,851
| +34% | +$2.41M | 0.01% | 534 |
|
|
2018
Q4 | $6.93M | Buy |
49,789
+20,060
| +67% | +$2.79M | 0.01% | 573 |
|
|
2018
Q3 | $5.3M | Buy |
29,729
+4,540
| +18% | +$809K | 0.01% | 715 |
|
|
2018
Q2 | $4.49M | Buy |
25,189
+89
| +0.4% | +$15.9K | 0.01% | 741 |
|
|
2018
Q1 | $4.54M | Buy |
25,100
+7,000
| +39% | +$1.27M | 0.01% | 694 |
|
|
2017
Q4 | $3.08M | Buy |
+18,100
| New | +$3.08M | ﹤0.01% | 792 |
|
|
2013
Q4 | – | Sell |
-17,400
| Closed | -$1.64M | – | 1312 |
|
|
2013
Q3 | $1.64M | Sell |
17,400
-400
| -2% | -$37.7K | ﹤0.01% | 818 |
|
|
2013
Q2 | $1.49M | Buy |
+17,800
| New | +$1.49M | ﹤0.01% | 802 |
|