Virtus KAR Small-Mid Cap Core Fund WSO Holdings History
Virtus KAR Small-Mid Cap Core Fund's Watsco Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 170,486.00 shares of Watsco Inc(WSO), totaling $86.66 Mil. This investment constitutes 4.41% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.42% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2022Q1. And since then Virtus KAR Small-Mid Cap Core Fund has made 8 purchases of WSO, at an average price of $326.25, for a total of 183,845.00 shares. In addition, there have been 3 sales at an average price of $276.87 for 13,359.00 shares. Based on historical transaction data and WSO's current price of $470.75, Virtus KAR Small-Mid Cap Core Fund's estimated gain on his WSO holdings is $23.98 Mil, reflecting a 39.97% gain to date.
Virtus KAR Small-Mid Cap Core Fund WSO ($470.75) Holding Chart
Virtus KAR Small-Mid Cap Core Fund WSO ($470.75) 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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