Tocqueville Asset Management’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 | $1.09M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $2.04M | Sell |
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|
2021
Q1 | $3.44M | Sell |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $3.05M | Sell |
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|
2020
Q1 | $2.76M | Sell |
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|
2019
Q4 | $3.31M | Sell |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $607K | Sell |
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|
2019
Q1 | $714K | Sell |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $1.37M | Buy |
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|
2018
Q1 | $780K | Sell |
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|
2017
Q4 | $903K | Hold |
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|
2017
Q3 | $855K | Buy |
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|
2017
Q2 | $734K | Sell |
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|
2017
Q1 | $712K | Hold |
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|
2016
Q4 | $737K | Buy |
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|
2016
Q3 | $620K | Hold |
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|
2016
Q2 | $619K | Hold |
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|
2016
Q1 | $593K | Buy |
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|
2015
Q4 | $445K | Hold |
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|
2015
Q3 | $450K | Hold |
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|
2015
Q2 | $470K | Buy |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $268K | Sell |
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|
2014
Q3 | $250K | Sell |
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|
2014
Q2 | $588K | Sell |
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|
2014
Q1 | $682K | Sell |
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|
2013
Q4 | $665K | Buy |
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|
2013
Q3 | $507K | Sell |
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|
2013
Q2 | $468K | Buy |
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