WCM 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
2025
Q2
$2.8M Buy
2025
Q1
$3.21M Buy
2024
Q4
$2.94M Sell
2024
Q3
$3.27M Buy
2024
Q2
$3.04M Sell
2024
Q1
$3.62M Sell
2023
Q4
$6.42M Buy
2023
Q3
$4.99M Sell
2023
Q2
$5.55M Sell
2023
Q1
$4.71M Buy
2022
Q4
$3.65M Buy
2022
Q3
$733K Buy
2022
Q2
$669K Buy
2022
Q1
$853K Hold
2021
Q4
$876K Buy
2021
Q3
$736K Buy
2021
Q2
$791K Hold
2021
Q1
$720K Buy
2020
Q4
$556K Buy
2020
Q3
$555K Hold
2020
Q2
$423K Hold
2020
Q1
$376K Buy