Truist 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
Q1 | $9.76M | Sell |
26,827
-8,802
| -25% | -$3.41M | 0.01% | 617 |
|
|
2025
Q4 | $12M | Sell |
35,629
-2,179
| -6% | -$778K | 0.02% | 552 |
|
|
2025
Q3 | $15.3M | Buy |
37,808
+17,820
| +89% | +$7.62M | 0.02% | 479 |
|
|
2025
Q2 | $8.83M | Sell |
19,988
-870
| -4% | -$404K | 0.01% | 628 |
|
|
2025
Q1 | $10.6M | Sell |
20,858
-985
| -5% | -$486K | 0.02% | 545 |
|
|
2024
Q4 | $10.4M | Sell |
21,843
-21,115
| -49% | -$10.7M | 0.02% | 563 |
|
|
2024
Q3 | $21.1M | Sell |
42,958
-1,714
| -4% | -$824K | 0.03% | 383 |
|
|
2024
Q2 | $20.7M | Sell |
44,672
-3,706
| -8% | -$1.69M | 0.03% | 393 |
|
|
2024
Q1 | $20.9M | Sell |
48,378
-8,713
| -15% | -$3.5M | 0.03% | 405 |
|
|
2023
Q4 | $24.5M | Sell |
57,091
-73
| -0.1% | -$28.3K | 0.04% | 354 |
|
|
2023
Q3 | $21.6M | Sell |
57,164
-33
| -0.1% | -$11.9K | 0.04% | 369 |
|
|
2023
Q2 | $21.8M | Sell |
57,197
-775
| -1% | -$263K | 0.04% | 368 |
|
|
2023
Q1 | $18.4M | Buy |
57,972
+600
| +1% | +$176K | 0.03% | 402 |
|
|
2022
Q4 | $14.3M | Buy |
57,372
+156
| +0.3% | +$41K | 0.03% | 458 |
|
|
2022
Q3 | $14.7M | Buy |
57,216
+2,358
| +4% | +$639K | 0.03% | 436 |
|
|
2022
Q2 | $13.1M | Buy |
54,858
+11,129
| +25% | +$2.93M | 0.02% | 501 |
|
|
2022
Q1 | $13.3M | Buy |
43,729
+1,067
| +3% | +$304K | 0.02% | 550 |
|
|
2021
Q4 | $13.3M | Buy |
42,662
+197
| +0.5% | +$58.4K | 0.02% | 548 |
|
|
2021
Q3 | $11.2M | Buy |
42,465
+57
| +0.1% | +$16K | 0.02% | 596 |
|
|
2021
Q2 | $12.2M | Sell |
42,408
-660
| -2% | -$189K | 0.02% | 568 |
|
|
2021
Q1 | $11.2M | Buy |
43,068
+622
| +1% | +$153K | 0.02% | 569 |
|
|
2020
Q4 | $9.62M | Sell |
42,446
-832
| -2% | -$191K | 0.02% | 612 |
|
|
2020
Q3 | $10.1M | Sell |
43,278
-4,297
| -9% | -$968K | 0.02% | 549 |
|
|
2020
Q2 | $8.45M | Sell |
47,575
-4,271
| -8% | -$707K | 0.02% | 574 |
|
|
2020
Q1 | $8.19M | Sell |
51,846
-273
| -0.5% | -$46.1K | 0.02% | 554 |
|
|
2019
Q4 | $9.39M | Buy |
52,119
+34,916
| +203% | +$6.14M | 0.02% | 595 |
|
|
2019
Q3 | $2.91M | Sell |
17,203
-275
| -2% | -$44.6K | 0.05% | 301 |
|
|
2019
Q2 | $2.86M | Sell |
17,478
-416
| -2% | -$65.3K | 0.05% | 302 |
|
|
2019
Q1 | $2.56M | Sell |
17,894
-139
| -0.8% | -$19.9K | 0.05% | 315 |
|
|
2018
Q4 | $2.51M | Buy |
18,033
+719
| +4% | +$110K | 0.05% | 301 |
|
|
2018
Q3 | $3.08M | Sell |
17,314
-123
| -0.7% | -$21.7K | 0.06% | 303 |
|
|
2018
Q2 | $3.11M | Sell |
17,437
-1,240
| -7% | -$226K | 0.06% | 295 |
|
|
2018
Q1 | $3.38M | Sell |
18,677
-94
| -0.5% | -$16.3K | 0.06% | 284 |
|
|
2017
Q4 | $3.19M | Sell |
18,771
-518
| -3% | -$85.6K | 0.06% | 302 |
|
|
2017
Q3 | $3.11M | Sell |
19,289
-1,566
| -8% | -$237K | 0.06% | 294 |
|
|
2017
Q2 | $3.21M | Sell |
20,855
-576
| -3% | -$82.3K | 0.06% | 296 |
|
|
2017
Q1 | $3.07M | Sell |
21,431
-3,395
| -14% | -$508K | 0.06% | 308 |
|
|
2016
Q4 | $3.68M | Sell |
24,826
-2,369
| -9% | -$343K | 0.08% | 278 |
|
|
2016
Q3 | $3.83M | Buy |
27,195
+1,788
| +7% | +$256K | 0.08% | 269 |
|
|
2016
Q2 | $3.58M | Buy |
25,407
+23,819
| +1,500% | +$3.2M | 0.08% | 282 |
|
|
2016
Q1 | $214K | Sell |
1,588
-190
| -11% | -$23.1K | 0.01% | 723 |
|
|
2015
Q4 | $208K | Buy |
+1,778
| New | +$219K | 0.01% | 719 |
|
Other funds holding WSO
VPM
VCM
