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Yousif Capital Management’s Watsco Inc WSO Stock Holding History

Yousif Capital Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91M Sell
10,736
-494
-4% -$191K 0.05% 372
2025
Q4 		$4.23M Sell
11,230
-147
-1% -$52.5K 0.05% 366
2025
Q3 		$4.6M Sell
11,377
-771
-6% -$330K 0.05% 346
2025
Q2 		$5.36M Sell
12,148
-202
-2% -$93.7K 0.06% 294
2025
Q1 		$6.28M Sell
12,350
-270
-2% -$133K 0.07% 254
2024
Q4 		$5.98M Sell
12,620
-471
-4% -$239K 0.07% 273
2024
Q3 		$6.44M Sell
13,091
-666
-5% -$320K 0.07% 262
2024
Q2 		$6.37M Sell
13,757
-919
-6% -$420K 0.07% 255
2024
Q1 		$6.34M Sell
14,676
-1,576
-10% -$633K 0.07% 275
2023
Q4 		$6.96M Buy
16,252
+253
+2% +$98K 0.08% 229
2023
Q3 		$6.04M Sell
15,999
-830
-5% -$300K 0.08% 243
2023
Q2 		$6.42M Sell
16,829
-555
-3% -$188K 0.08% 245
2023
Q1 		$5.53M Sell
17,384
-125
-0.7% -$36.7K 0.07% 269
2022
Q4 		$4.37M Buy
17,509
+133
+0.8% +$35K 0.06% 356
2022
Q3 		$4.47M Sell
17,376
-1,661
-9% -$450K 0.06% 311
2022
Q2 		$4.55M Buy
19,037
+855
+5% +$225K 0.06% 327
2022
Q1 		$5.54M Buy
18,182
+24
+0.1% +$6.84K 0.06% 311
2021
Q4 		$5.68M Buy
+18,158
New +$5.38M 0.06% 329

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VCM
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Charles Schwab
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Kayne Anderson Rudnick Investment Management
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return