WGAM
Wilkinson Global Asset Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36M | Sell |
81,475
-5,693
| -7% | -$2.51M | 2.26% | 20 |
|
|
2025
Q1 | $44.3M | Buy |
87,168
+40
| +0% | +$20.3K | 2.77% | 18 |
|
|
2024
Q4 | $41.3M | Sell |
87,128
-198
| -0.2% | -$93.8K | 2.54% | 18 |
|
|
2024
Q3 | $43M | Sell |
87,326
-1,249
| -1% | -$614K | 2.59% | 18 |
|
|
2024
Q2 | $41M | Sell |
88,575
-3,275
| -4% | -$1.52M | 2.57% | 19 |
|
|
2024
Q1 | $39.7M | Buy |
91,850
+17,094
| +23% | +$7.38M | 2.49% | 20 |
|
|
2023
Q4 | $32M | Sell |
74,756
-1,455
| -2% | -$623K | 2.21% | 20 |
|
|
2023
Q3 | $28.8M | Buy |
76,211
+340
| +0.4% | +$128K | 2.21% | 21 |
|
|
2023
Q2 | $28.9M | Sell |
75,871
-95
| -0.1% | -$36.2K | 2.2% | 22 |
|
|
2023
Q1 | $24.2M | Sell |
75,966
-450
| -0.6% | -$143K | 1.91% | 22 |
|
|
2022
Q4 | $19.1M | Buy |
76,416
+29,745
| +64% | +$7.42M | 1.59% | 22 |
|
|
2022
Q3 | $12M | Buy |
46,671
+34,676
| +289% | +$8.93M | 1.08% | 25 |
|
|
2022
Q2 | $2.87M | Sell |
11,995
-870
| -7% | -$208K | 0.24% | 29 |
|
|
2022
Q1 | $3.92M | Hold |
12,865
| – | – | 0.25% | 31 |
|
|
2021
Q4 | $4.03M | Sell |
12,865
-190
| -1% | -$59.4K | 0.22% | 34 |
|
|
2021
Q3 | $3.45M | Buy |
13,055
+15
| +0.1% | +$3.97K | 0.21% | 35 |
|
|
2021
Q2 | $3.74M | Buy |
13,040
+4,200
| +48% | +$1.2M | 0.22% | 34 |
|
|
2021
Q1 | $2.31M | Buy |
+8,840
| New | +$2.31M | 0.15% | 39 |
|