Vantage Investment Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Hold |
27,336
| – | – | 0.88% | 40 |
|
|
2025
Q1 | $13.9M | Buy |
27,336
+1,131
| +4% | +$575K | 1.17% | 30 |
|
|
2024
Q4 | $12.4M | Sell |
26,205
-794
| -3% | -$376K | 1.08% | 37 |
|
|
2024
Q3 | $13.3M | Sell |
26,999
-30
| -0.1% | -$14.8K | 1.12% | 36 |
|
|
2024
Q2 | $12.5M | Sell |
27,029
-2,920
| -10% | -$1.35M | 1.14% | 29 |
|
|
2024
Q1 | $12.9M | Buy |
+29,949
| New | +$12.9M | 1.16% | 31 |
|