Mid Cap Index Fund WSO Holdings History

Number of Shares
24,172.00
Current Holdings Value*
$12.29 Mil
% of Portfolio
0.65%
Total Estimate Gain
$9.45 Mil
% of Total Estimate Gain
124.17%

Mid Cap Index Fund's Watsco Inc Holding Summary

As of 2025-03-31, Mid Cap Index Fund held 24,172.00 shares of Watsco Inc(WSO), totaling $12.29 Mil. This investment constitutes 0.65% of their stock portfolio, and Mid Cap Index Fund now holds 0.06% of the outstanding Watsco Inc(WSO) stock.

The initial trade took place in 2019Q3. And since then Mid Cap Index Fund has made 4 purchases of WSO, at an average price of $168.16, for a total of 45,267.00 shares. In addition, there have been 17 sales at an average price of $284.88 for 21,095.00 shares. Based on historical transaction data and WSO's current price of $457.32, Mid Cap Index Fund's estimated gain on his WSO holdings is $9.45 Mil, reflecting a 124.17% gain to date.

Mid Cap Index Fund WSO ($457.32) Holding Chart

Mid Cap Index Fund WSO ($457.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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