Voloridge Investment 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 | – | Sell |
-120,497
| Closed | -$40.6M | – | 1326 |
|
|
2025
Q4 | $40.6M | Buy |
120,497
+56,898
| +89% | +$20.3M | 0.14% | 182 |
|
|
2025
Q3 | $25.7M | Buy |
63,599
+39,822
| +167% | +$17M | 0.09% | 283 |
|
|
2025
Q2 | $10.5M | Buy |
23,777
+14,568
| +158% | +$6.76M | 0.04% | 530 |
|
|
2025
Q1 | $4.68M | Sell |
9,209
-367
| -4% | -$181K | 0.02% | 801 |
|
|
2024
Q4 | $4.54M | Buy |
9,576
+1,074
| +13% | +$544K | 0.02% | 802 |
|
|
2024
Q3 | $4.18M | Buy |
8,502
+2,886
| +51% | +$1.39M | 0.02% | 819 |
|
|
2024
Q2 | $2.6M | Sell |
5,616
-29,801
| -84% | -$13.6M | 0.01% | 902 |
|
|
2024
Q1 | $15.3M | Buy |
35,417
+32,835
| +1,272% | +$13.2M | 0.06% | 388 |
|
|
2023
Q4 | $1.11M | Buy |
+2,582
| New | +$1M | ﹤0.01% | 934 |
|
|
2023
Q2 | – | Sell |
-8,695
| Closed | -$2.77M | – | 1599 |
|
|
2023
Q1 | $2.77M | Buy |
8,695
+3,140
| +57% | +$922K | 0.01% | 885 |
|
|
2022
Q4 | $1.39M | Sell |
5,555
-6,144
| -53% | -$1.62M | 0.01% | 1060 |
|
|
2022
Q3 | $3.01M | Sell |
11,699
-14,269
| -55% | -$3.87M | 0.02% | 845 |
|
|
2022
Q2 | $6.2M | Buy |
25,968
+18,493
| +247% | +$4.87M | 0.03% | 596 |
|
|
2022
Q1 | $2.28M | Sell |
7,475
-15,931
| -68% | -$4.54M | 0.01% | 902 |
|
|
2021
Q4 | $7.32M | Buy |
+23,406
| New | +$6.93M | 0.04% | 564 |
|
|
2021
Q3 | – | Sell |
-1,735
| Closed | -$497K | – | 1892 |
|
|
2021
Q2 | $497K | Sell |
1,735
-2,627
| -60% | -$752K | ﹤0.01% | 1441 |
|
|
2021
Q1 | $1.14M | Sell |
4,362
-271
| -6% | -$66.8K | 0.01% | 989 |
|
|
2020
Q4 | $1.05M | Sell |
4,633
-2,816
| -38% | -$647K | 0.01% | 957 |
|
|
2020
Q3 | $1.74M | Buy |
+7,449
| New | +$1.68M | 0.01% | 766 |
|
|
2020
Q2 | – | Sell |
-2,748
| Closed | -$434K | – | 1529 |
|
|
2020
Q1 | $434K | Sell |
2,748
-12,610
| -82% | -$2.13M | 0.01% | 753 |
|
|
2019
Q4 | $2.77M | Sell |
15,358
-579
| -4% | -$102K | 0.05% | 414 |
|
|
2019
Q3 | $2.7M | Buy |
+15,937
| New | +$2.58M | 0.05% | 379 |
|
|
2019
Q2 | – | Sell |
-14,868
| Closed | -$2.13M | – | 1117 |
|
|
2019
Q1 | $2.13M | Buy |
+14,868
| New | +$2.13M | 0.06% | 279 |
|
|
2018
Q1 | – | Sell |
-3,596
| Closed | -$611K | – | 678 |
|
|
2017
Q4 | $611K | Buy |
+3,596
| New | +$594K | 0.01% | 404 |
|
|
2017
Q1 | – | Sell |
-11,866
| Closed | -$1.76M | – | 713 |
|
|
2016
Q4 | $1.76M | Buy |
+11,866
| New | +$1.72M | 0.04% | 426 |
|
Other funds holding WSO
VPM
VCM
