Back to WSO-B
Vision Capital Management, Inc. → WSO-B
Vision Capital Management, Inc. WSO-B Position History
Watsco, Inc.
Quarters held
6
Latest value
$314K
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q4 2025 | $5.9M |
| Q1 2026 | $6.4M |
| Q2 2026 | $7.3M |
| Q3 2026 | $5M |
| Q3 2026 | $314K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $314K | 1.0K | — | — |
| Q3 2026 | $5M | 16.4K | — | — |
| Q2 2026 | $7.3M | 17.4K | — | — |
| Q1 2026 | $6.4M | 17.5K | — | — |
| Q4 2025 | $5.9M | 17.5K | — | — |
| Q3 2025 | $7.5M | 18.5K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M