Welch & Forbes’s Watsco WSO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$93.7M	Sell	212,190 -67	-0%	-$29.6K	1.17%	27
2025 Q1	$108M	Sell	212,257 -2,024	-0.9%	-$1.03M	1.41%	21
2024 Q4	$102M	Sell	214,281 -622	-0.3%	-$295K	1.31%	21
2024 Q3	$106M	Sell	214,903 -2,071	-1%	-$1.02M	1.35%	21
2024 Q2	$103M	Sell	216,974 -2,923	-1%	-$1.39M	1.38%	21
2024 Q1	$95M	Buy	219,897 +6,208	+3%	+$2.68M	1.3%	22
2023 Q4	$91.6M	Buy	213,689 +1,293	+0.6%	+$554K	1.38%	24
2023 Q3	$80.2M	Buy	212,396 +23	+0%	+$8.69K	1.33%	21
2023 Q2	$81M	Sell	212,373 -2,481	-1%	-$946K	1.28%	23
2023 Q1	$68.4M	Buy	214,854 +485	+0.2%	+$154K	1.16%	25
2022 Q4	$53.5M	Sell	214,369 -4,055	-2%	-$1.01M	0.96%	35
2022 Q3	$56.2M	Buy	218,424 +2,763	+1%	+$711K	1.1%	29
2022 Q2	$51.5M	Buy	215,661 +4,030	+2%	+$962K	0.94%	32
2022 Q1	$64.5M	Buy	211,631 +5,889	+3%	+$1.79M	1.02%	30
2021 Q4	$64.4M	Buy	205,742 +5,104	+3%	+$1.6M	0.96%	31
2021 Q3	$53.1M	Buy	200,638 +1,382	+0.7%	+$366K	0.88%	33
2021 Q2	$57.1M	Sell	199,256 -1,234	-0.6%	-$354K	0.97%	32
2021 Q1	$52.3M	Buy	200,490 +7,472	+4%	+$1.95M	0.97%	30
2020 Q4	$43.7M	Buy	193,018 +2,756	+1%	+$624K	0.86%	36
2020 Q3	$44.3M	Buy	190,262 +3,549	+2%	+$827K	0.96%	30
2020 Q2	$33.2M	Buy	186,713 +24,889	+15%	+$4.42M	0.78%	38
2020 Q1	$25.6M	Buy	161,824 +43,086	+36%	+$6.81M	0.71%	44
2019 Q4	$21.4M	Buy	118,738 +47,277	+66%	+$8.52M	0.48%	59
2019 Q3	$12.1M	Buy	71,461 +4,806	+7%	+$813K	0.29%	86
2019 Q2	$10.9M	Buy	66,655 +20,659	+45%	+$3.38M	0.27%	93
2019 Q1	$6.59M	Buy	45,996 +29,478	+178%	+$4.22M	0.17%	113
2018 Q4	$2.3M	Buy	+16,518	New	+$2.3M	0.06%	155