William Blair 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 | $5.83M | Sell |
13,202
-15,635
| -54% | -$6.9M | 0.02% | 344 |
|
|
2025
Q1 | $14.7M | Sell |
28,837
-23,627
| -45% | -$12M | 0.04% | 316 |
|
|
2024
Q4 | $24.9M | Sell |
52,464
-22,083
| -30% | -$10.5M | 0.06% | 285 |
|
|
2024
Q3 | $36.7M | Buy |
74,547
+9,480
| +15% | +$4.66M | 0.09% | 193 |
|
|
2024
Q2 | $30.1M | Sell |
65,067
-1,899
| -3% | -$880K | 0.08% | 220 |
|
|
2024
Q1 | $28.9M | Buy |
66,966
+3,881
| +6% | +$1.68M | 0.07% | 249 |
|
|
2023
Q4 | $27M | Buy |
63,085
+1,799
| +3% | +$771K | 0.08% | 249 |
|
|
2023
Q3 | $23.1M | Sell |
61,286
-15,536
| -20% | -$5.87M | 0.08% | 255 |
|
|
2023
Q2 | $29.3M | Sell |
76,822
-19,207
| -20% | -$7.33M | 0.09% | 233 |
|
|
2023
Q1 | $30.6M | Sell |
96,029
-3,383
| -3% | -$1.08M | 0.11% | 218 |
|
|
2022
Q4 | $24.8M | Sell |
99,412
-16,050
| -14% | -$4M | 0.09% | 240 |
|
|
2022
Q3 | $29.7M | Buy |
+115,462
| New | +$29.7M | 0.12% | 194 |
|
|
2019
Q3 | – | Sell |
-122,264
| Closed | -$20M | – | 388 |
|
|
2019
Q2 | $20M | Buy |
122,264
+61,029
| +100% | +$9.98M | 0.08% | 200 |
|
|
2019
Q1 | $8.77M | Buy |
+61,235
| New | +$8.77M | 0.04% | 321 |
|
|
2018
Q4 | – | Sell |
-157,391
| Closed | -$28M | – | 438 |
|
|
2018
Q3 | $28M | Sell |
157,391
-1,083
| -0.7% | -$193K | 0.1% | 196 |
|
|
2018
Q2 | $28.3M | Sell |
158,474
-703
| -0.4% | -$125K | 0.11% | 191 |
|
|
2018
Q1 | $28.8M | Sell |
159,177
-3,615
| -2% | -$654K | 0.11% | 187 |
|
|
2017
Q4 | $27.7M | Sell |
162,792
-72,640
| -31% | -$12.4M | 0.11% | 201 |
|
|
2017
Q3 | $37.9M | Sell |
235,432
-3,094
| -1% | -$498K | 0.14% | 165 |
|
|
2017
Q2 | $36.8M | Sell |
238,526
-2,556
| -1% | -$394K | 0.13% | 169 |
|
|
2017
Q1 | $34.5M | Buy |
241,082
+29,423
| +14% | +$4.21M | 0.13% | 171 |
|
|
2016
Q4 | $31.4M | Sell |
211,659
-22,610
| -10% | -$3.35M | 0.13% | 177 |
|
|
2016
Q3 | $33M | Sell |
234,269
-5,864
| -2% | -$826K | 0.12% | 179 |
|
|
2016
Q2 | $33.8M | Buy |
240,133
+17,693
| +8% | +$2.49M | 0.13% | 171 |
|
|
2016
Q1 | $30M | Buy |
+222,440
| New | +$30M | 0.12% | 166 |
|
|
2015
Q4 | – | Sell |
-4,549
| Closed | -$539K | – | 472 |
|
|
2015
Q3 | $539K | Buy |
+4,549
| New | +$539K | ﹤0.01% | 992 |
|