WCM Investment Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
6,409
+11
| +0.2% | +$4.8K | 0.01% | 180 |
|
|
2025
Q1 | $3.21M | Buy |
6,398
+207
| +3% | +$104K | 0.01% | 205 |
|
|
2024
Q4 | $2.94M | Sell |
6,191
-406
| -6% | -$193K | 0.01% | 213 |
|
|
2024
Q3 | $3.27M | Buy |
6,597
+4
| +0.1% | +$1.98K | 0.01% | 182 |
|
|
2024
Q2 | $3.04M | Sell |
6,593
-1,797
| -21% | -$830K | 0.01% | 178 |
|
|
2024
Q1 | $3.62M | Sell |
8,390
-6,566
| -44% | -$2.84M | 0.01% | 167 |
|
|
2023
Q4 | $6.42M | Buy |
14,956
+1,772
| +13% | +$760K | 0.02% | 155 |
|
|
2023
Q3 | $4.99M | Sell |
13,184
-1,314
| -9% | -$497K | 0.01% | 151 |
|
|
2023
Q2 | $5.55M | Sell |
14,498
-298
| -2% | -$114K | 0.02% | 153 |
|
|
2023
Q1 | $4.71M | Buy |
14,796
+141
| +1% | +$44.9K | 0.02% | 157 |
|
|
2022
Q4 | $3.65M | Buy |
14,655
+11,793
| +412% | +$2.94M | 0.01% | 172 |
|
|
2022
Q3 | $733K | Buy |
2,862
+52
| +2% | +$13.3K | ﹤0.01% | 181 |
|
|
2022
Q2 | $669K | Buy |
2,810
+9
| +0.3% | +$2.14K | ﹤0.01% | 191 |
|
|
2022
Q1 | $853K | Hold |
2,801
| – | – | ﹤0.01% | 183 |
|
|
2021
Q4 | $876K | Buy |
2,801
+21
| +0.8% | +$6.57K | ﹤0.01% | 187 |
|
|
2021
Q3 | $736K | Buy |
2,780
+20
| +0.7% | +$5.3K | ﹤0.01% | 189 |
|
|
2021
Q2 | $791K | Hold |
2,760
| – | – | ﹤0.01% | 179 |
|
|
2021
Q1 | $720K | Buy |
2,760
+308
| +13% | +$80.3K | ﹤0.01% | 163 |
|
|
2020
Q4 | $556K | Buy |
2,452
+70
| +3% | +$15.9K | ﹤0.01% | 176 |
|
|
2020
Q3 | $555K | Hold |
2,382
| – | – | ﹤0.01% | 160 |
|
|
2020
Q2 | $423K | Hold |
2,382
| – | – | ﹤0.01% | 164 |
|
|
2020
Q1 | $376K | Buy |
+2,382
| New | +$376K | ﹤0.01% | 165 |
|