Wolverine Trading’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
Q3 | $919K | Buy |
2,300
+1,300
| +130% | +$556K | ﹤0.01% | 2988 |
|
|
2025
Q2 | $437K | Buy |
+1,000
| New | +$464K | ﹤0.01% | 3088 |
|
|
2025
Q1 | – | Sell |
-6,000
| Closed | -$2.85M | – | 5998 |
|
|
2024
Q4 | $2.85M | Buy |
+6,000
| New | +$3.04M | ﹤0.01% | 1668 |
|
|
2024
Q3 | – | Sell |
-4,500
| Closed | -$2.08M | – | 5456 |
|
|
2024
Q2 | $2.08M | Buy |
4,500
+3,200
| +246% | +$1.46M | ﹤0.01% | 1582 |
|
|
2024
Q1 | $562K | Sell |
1,300
-100
| -7% | -$40.2K | ﹤0.01% | 2722 |
|
|
2023
Q4 | $600K | Buy |
+1,400
| New | +$542K | ﹤0.01% | 2764 |
|
|
2023
Q2 | – | Sell |
-5,200
| Closed | -$1.64M | – | 5055 |
|
|
2023
Q1 | $1.64M | Buy |
5,200
+3,600
| +225% | +$1.06M | ﹤0.01% | 1506 |
|
|
2022
Q4 | $399K | Buy |
+1,600
| New | +$421K | ﹤0.01% | 2523 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$595K | – | 5471 |
|
|
2022
Q2 | $595K | Buy |
+2,500
| New | +$658K | ﹤0.01% | 2379 |
|
|
2021
Q3 | – | Sell |
-900
| Closed | -$256K | – | 7071 |
|
|
2021
Q2 | $256K | Buy |
+900
| New | +$258K | ﹤0.01% | 4664 |
|
|
2021
Q1 | – | Sell |
-4,000
| Closed | -$911K | – | 6499 |
|
|
2020
Q4 | $911K | Sell |
4,000
-1,100
| -22% | -$253K | ﹤0.01% | 2485 |
|
|
2020
Q3 | $1.19M | Buy |
5,100
+3,800
| +292% | +$856K | ﹤0.01% | 1919 |
|
|
2020
Q2 | $227K | Buy |
+1,300
| New | +$215K | ﹤0.01% | 3681 |
|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$253K | – | 5402 |
|
|
2019
Q4 | $253K | Buy |
+1,400
| New | +$246K | ﹤0.01% | 3802 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$360K | – | 5124 |
|
|
2019
Q2 | $360K | Buy |
2,200
+700
| +47% | +$110K | ﹤0.01% | 3077 |
|
|
2019
Q1 | $215K | Buy |
+1,500
| New | +$215K | ﹤0.01% | 3742 |
|
|
2018
Q3 | – | Sell |
-4,200
| Closed | -$760K | – | 6035 |
|
|
2018
Q2 | $760K | Hold |
4,200
| – | – | ﹤0.01% | 2557 |
|
|
2018
Q1 | $760K | Buy |
4,200
+400
| +11% | +$69.3K | ﹤0.01% | 2557 |
|
|
2017
Q4 | $646K | Buy |
+3,800
| New | +$628K | ﹤0.01% | 2698 |
|
Other funds holding WSO
