Tompkins 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $417K | Hold |
1,000
| – | – | 0.03% | 145 |
|
|
2026
Q1 | $364K | Hold |
1,000
| – | – | 0.03% | 146 |
|
|
2025
Q4 | $337K | Hold |
1,000
| – | – | 0.03% | 152 |
|
|
2025
Q3 | $404K | Hold |
1,000
| – | – | 0.03% | 143 |
|
|
2025
Q2 | $442K | Hold |
1,000
| – | – | 0.04% | 128 |
|
|
2025
Q1 | $508K | Hold |
1,000
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $474K | Hold |
1,000
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $492K | Hold |
1,000
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $463K | Hold |
1,000
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $432K | Hold |
1,000
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $428K | Hold |
1,000
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $378K | Hold |
1,000
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $381K | Buy |
+1,000
| New | +$339K | 0.06% | 132 |
|
|
2019
Q2 | – | Sell |
-109
| Closed | -$16K | – | 404 |
|
|
2019
Q1 | $16K | Hold |
109
| – | – | ﹤0.01% | 326 |
|
|
2018
Q4 | $15K | Sell |
109
-69
| -39% | -$10.5K | ﹤0.01% | 317 |
|
|
2018
Q3 | $32K | Sell |
178
-77
| -30% | -$13.6K | 0.01% | 282 |
|
|
2018
Q2 | $45K | Hold |
255
| – | – | 0.01% | 262 |
|
|
2018
Q1 | $46K | Buy |
+255
| New | +$44.2K | 0.01% | 255 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | -$6K | – | 445 |
|
|
2017
Q3 | $6K | Buy |
+40
| New | +$6.04K | ﹤0.01% | 358 |
|
|
2017
Q2 | – | Sell |
-110
| Closed | -$16K | – | 380 |
|
|
2017
Q1 | $16K | Hold |
110
| – | – | ﹤0.01% | 293 |
|
|
2016
Q4 | $16K | Hold |
110
| – | – | ﹤0.01% | 298 |
|
|
2016
Q3 | $15K | Hold |
110
| – | – | ﹤0.01% | 297 |
|
|
2016
Q2 | $15K | Buy |
+110
| New | +$14.8K | ﹤0.01% | 353 |
|
Other funds holding WSO
DC
HCM
RP
AAMU
HCM
FAM
DS
BST