Virtus KAR Small-Cap Value Fund WSO Holdings History
Virtus KAR Small-Cap Value Fund's Watsco Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 85,884.00 shares of Watsco Inc(WSO), totaling $43.65 Mil. This investment constitutes 5.92% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.21% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Value Fund has made 7 purchases of WSO, at an average price of $184.94, for a total of 235,780.00 shares. In addition, there have been 12 sales at an average price of $338.87 for 149,896.00 shares. Based on historical transaction data and WSO's current price of $460.83, Virtus KAR Small-Cap Value Fund's estimated gain on his WSO holdings is $46.77 Mil, reflecting a 107.26% gain to date.
Virtus KAR Small-Cap Value Fund WSO ($460.83) Holding Chart
Virtus KAR Small-Cap Value Fund WSO ($460.83) 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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