Waddell & Reed 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $45.1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $20.9M | Sell |
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|
2018
Q4 | $20.3M | Buy |
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|
2018
Q3 | $26M | Sell |
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|
2018
Q2 | $31.4M | Sell |
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|
2018
Q1 | $50.9M | Sell |
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|
2017
Q4 | $48.2M | Sell |
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|
2017
Q3 | $46.3M | Sell |
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|
2017
Q2 | $59.5M | Sell |
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|
2017
Q1 | $63.7M | Sell |
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|
2016
Q4 | $77.3M | Buy |
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|
2016
Q3 | $52.8M | Hold |
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|
2016
Q2 | $52.7M | Hold |
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|
2016
Q1 | $50.5M | Sell |
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|
2015
Q4 | $45.5M | Hold |
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|
2015
Q3 | $46M | Hold |
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|
2015
Q2 | $48.1M | Sell |
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|
2015
Q1 | $54M | Sell |
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|
2014
Q4 | $62.5M | Buy |
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|
2014
Q3 | $40.4M | Sell |
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|
2014
Q2 | $70.2M | Buy |
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|
2014
Q1 | $67.6M | Buy |
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|
2013
Q4 | $57.1M | Buy |
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|
2013
Q3 | $51.8M | Sell |
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|
2013
Q2 | $47.3M | Buy |
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