TD Private Client Wealth’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 | $3.92M | Buy |
10,775
+7,083
| +192% | +$2.74M | 0.08% | 157 |
|
|
2025
Q4 | $1.24M | Sell |
3,692
-332
| -8% | -$119K | 0.03% | 323 |
|
|
2025
Q3 | $1.63M | Sell |
4,024
-534
| -12% | -$228K | 0.04% | 274 |
|
|
2025
Q2 | $2.01M | Sell |
4,558
-284
| -6% | -$132K | 0.05% | 236 |
|
|
2025
Q1 | $2.46M | Sell |
4,842
-140
| -3% | -$69K | 0.07% | 195 |
|
|
2024
Q4 | $2.36M | Sell |
4,982
-139
| -3% | -$70.4K | 0.07% | 207 |
|
|
2024
Q3 | $2.52M | Buy |
5,121
+6
| +0.1% | +$2.88K | 0.07% | 209 |
|
|
2024
Q2 | $2.37M | Sell |
5,115
-108
| -2% | -$49.4K | 0.07% | 204 |
|
|
2024
Q1 | $2.26M | Buy |
5,223
+67
| +1% | +$26.9K | 0.07% | 214 |
|
|
2023
Q4 | $2.21M | Sell |
5,156
-163
| -3% | -$63.2K | 0.08% | 196 |
|
|
2023
Q3 | $2.01M | Sell |
5,319
-1,278
| -19% | -$462K | 0.09% | 206 |
|
|
2023
Q2 | $2.52M | Sell |
6,597
-21
| -0.3% | -$7.12K | 0.11% | 187 |
|
|
2023
Q1 | $2.11M | Sell |
6,618
-120
| -2% | -$35.3K | 0.09% | 214 |
|
|
2022
Q4 | $1.68M | Sell |
6,738
-322
| -5% | -$84.7K | 0.08% | 244 |
|
|
2022
Q3 | $1.82M | Sell |
7,060
-15
| -0.2% | -$4.07K | 0.09% | 223 |
|
|
2022
Q2 | $1.69M | Buy |
7,075
+6,440
| +1,014% | +$1.69M | 0.08% | 233 |
|
|
2022
Q1 | $193K | Sell |
635
-1,241
| -66% | -$354K | 0.01% | 548 |
|
|
2021
Q4 | $587K | Sell |
1,876
-703
| -27% | -$208K | 0.02% | 400 |
|
|
2021
Q3 | $683K | Sell |
2,579
-476
| -16% | -$133K | 0.03% | 371 |
|
|
2021
Q2 | $876K | Buy |
3,055
+98
| +3% | +$28.1K | 0.04% | 340 |
|
|
2021
Q1 | $771K | Sell |
2,957
-77
| -3% | -$19K | 0.04% | 339 |
|
|
2020
Q4 | $687K | Sell |
3,034
-85
| -3% | -$19.5K | 0.03% | 339 |
|
|
2020
Q3 | $726K | Sell |
3,119
-12
| -0.4% | -$2.7K | 0.04% | 321 |
|
|
2020
Q2 | $556K | Sell |
3,131
-548
| -15% | -$90.7K | 0.03% | 346 |
|
|
2020
Q1 | $581K | Buy |
3,679
+993
| +37% | +$168K | 0.04% | 306 |
|
|
2019
Q4 | $484K | Buy |
+2,686
| New | +$472K | 0.03% | 353 |
|
Other funds holding WSO
VPM
VCM
