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 | $519K | Sell |
1,300
-1,200
| -48% | -$513K | ﹤0.01% | 3671 |
|
|
2025
Q2 | $1.09M | Buy |
+2,500
| New | +$1.16M | ﹤0.01% | 2227 |
|
|
2025
Q1 | – | Sell |
-800
| Closed | -$380K | – | 5999 |
|
|
2024
Q4 | $380K | Buy |
+800
| New | +$405K | ﹤0.01% | 3743 |
|
|
2024
Q3 | – | Sell |
-700
| Closed | -$324K | – | 5457 |
|
|
2024
Q2 | $324K | Sell |
700
-2,100
| -75% | -$960K | ﹤0.01% | 3302 |
|
|
2024
Q1 | $1.21M | Sell |
2,800
-1,100
| -28% | -$442K | ﹤0.01% | 2035 |
|
|
2023
Q4 | $1.67M | Buy |
+3,900
| New | +$1.51M | ﹤0.01% | 1843 |
|
|
2023
Q2 | – | Sell |
-4,400
| Closed | -$1.39M | – | 5056 |
|
|
2023
Q1 | $1.39M | Buy |
4,400
+1,500
| +52% | +$441K | ﹤0.01% | 1637 |
|
|
2022
Q4 | $723K | Buy |
+2,900
| New | +$763K | ﹤0.01% | 2075 |
|
|
2022
Q3 | – | Sell |
-5,200
| Closed | -$1.24M | – | 5472 |
|
|
2022
Q2 | $1.24M | Buy |
+5,200
| New | +$1.37M | ﹤0.01% | 1749 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$216K | – | 6594 |
|
|
2021
Q4 | $216K | Sell |
700
-200
| -22% | -$59.2K | ﹤0.01% | 4594 |
|
|
2021
Q3 | $245K | Buy |
+900
| New | +$252K | ﹤0.01% | 5026 |
|
|
2020
Q4 | – | Sell |
-2,100
| Closed | -$488K | – | 5580 |
|
|
2020
Q3 | $488K | Sell |
2,100
-3,000
| -59% | -$676K | ﹤0.01% | 2855 |
|
|
2020
Q2 | $889K | Buy |
+5,100
| New | +$844K | ﹤0.01% | 2119 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$596K | – | 5403 |
|
|
2019
Q4 | $596K | Buy |
+3,300
| New | +$580K | ﹤0.01% | 2906 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$360K | – | 5125 |
|
|
2019
Q2 | $360K | Sell |
2,200
-2,700
| -55% | -$424K | ﹤0.01% | 3078 |
|
|
2019
Q1 | $702K | Buy |
4,900
+3,100
| +172% | +$445K | ﹤0.01% | 2425 |
|
|
2018
Q4 | $248K | Sell |
1,800
-1,600
| -47% | -$244K | ﹤0.01% | 3426 |
|
|
2018
Q3 | $606K | Buy |
3,400
+1,000
| +42% | +$177K | ﹤0.01% | 2879 |
|
|
2018
Q2 | $434K | Hold |
2,400
| – | – | ﹤0.01% | 3252 |
|
|
2018
Q1 | $434K | Buy |
+2,400
| New | +$416K | ﹤0.01% | 3252 |
|
|
2017
Q3 | – | Sell |
-3,300
| Closed | -$504K | – | 5155 |
|
|
2017
Q2 | $504K | Sell |
3,300
-6,500
| -66% | -$929K | ﹤0.01% | 2424 |
|
|
2017
Q1 | $1.41M | Buy |
9,800
+7,700
| +367% | +$1.15M | 0.01% | 1441 |
|
|
2016
Q4 | $311K | Buy |
+2,100
| New | +$304K | ﹤0.01% | 3229 |
|
Other funds holding WSO
