Welch & Forbes’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 | $93.7M | Sell |
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|
2025
Q1 | $108M | Sell |
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|
2024
Q4 | $102M | Sell |
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|
2024
Q3 | $106M | Sell |
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|
2024
Q2 | $103M | Sell |
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|
2024
Q1 | $95M | Buy |
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|
2023
Q4 | $91.6M | Buy |
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|
2023
Q3 | $80.2M | Buy |
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|
2023
Q2 | $81M | Sell |
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|
2023
Q1 | $68.4M | Buy |
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|
2022
Q4 | $53.5M | Sell |
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|
2022
Q3 | $56.2M | Buy |
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|
2022
Q2 | $51.5M | Buy |
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|
2022
Q1 | $64.5M | Buy |
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|
2021
Q4 | $64.4M | Buy |
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|
2021
Q3 | $53.1M | Buy |
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|
2021
Q2 | $57.1M | Sell |
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|
2021
Q1 | $52.3M | Buy |
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|
2020
Q4 | $43.7M | Buy |
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|
2020
Q3 | $44.3M | Buy |
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|
2020
Q2 | $33.2M | Buy |
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|
2020
Q1 | $25.6M | Buy |
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|
2019
Q4 | $21.4M | Buy |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $10.9M | Buy |
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|
2019
Q1 | $6.59M | Buy |
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|
2018
Q4 | $2.3M | Buy |
|