Current Value of Holding

$79.9M

Shares

216k

% of Portfolio

0.11%

Average Buy Price

$406

Avg closing price
Price range

43 Jim Simons Watsco Trades

Jim Simons's position in Watsco is currently worth $79.9M. That's 0.11% of their equity portfolio (201st largest holding). The first Watsco trade was made in Q2 2013. Since then Jim Simons bought shares 22 more times and sold shares on twenty occasions. The investor's estimated purchase price is $87.8M, resulting in a loss of 9.1%.

Avg closing price
Price range
Sold 29.1% shares (-88.9k shares) Q1 2026
Avg closing price $386.96
Price range $347.20 - $427.58
Increased shares by 120.9% (+167k shares) Q4 2025
Avg closing price $356.89
Price range $323.49 - $414.90
Increased shares by 183.8% (+89.5k shares) Q3 2025
Avg closing price $427.66
Price range $381.94 - $489.97
Increased shares by 28.2% (+10.7k shares) Q2 2025
Avg closing price $463.86
Price range $421.84 - $520.66
Sold 39.1% shares (-24.4k shares) Q1 2025
Avg closing price $492.39
Price range $463.86 - $530.75
Increased shares by 134.6% (+35.8k shares) Q4 2024
Avg closing price $506.50
Price range $466.42 - $568.78
New holding (+26.6k shares) Q3 2024
Avg closing price $480.58
Price range $448.66 - $519.89
Sold -40.2k shares Q2 2023
Avg closing price $339.09
Price range $301.84 - $381.47
Sold 81.2% shares (-173k shares) Q1 2023
Avg closing price $293.75
Price range $255.38 - $324.10
Increased shares by 27.4% (+45.9k shares) Q4 2022
Avg closing price $262.94
Price range $238.59 - $283.23
Increased shares by 71.1% (+69.6k shares) Q3 2022
Avg closing price $270.99
Price range $240.98 - $305.48
Sold 17.9% shares (-21.3k shares) Q2 2022
Avg closing price $263.17
Price range $226.94 - $305.52
Sold 16.5% shares (-23.5k shares) Q1 2022
Avg closing price $285.22
Price range $256.28 - $311.32
Increased shares by 42.6% (+42.6k shares) Q4 2021
Avg closing price $296.23
Price range $267.37 - $315.96
Increased shares by 101.4% (+50.4k shares) Q3 2021
Avg closing price $280.42
Price range $264.62 - $295.47
Sold 71.7% shares (-126k shares) Q2 2021
Avg closing price $286.30
Price range $267.22 - $305.43
Increased shares by 13.3% (+20.6k shares) Q1 2021
Avg closing price $246.59
Price range $225.54 - $260.75
Sold 18.2% shares (-34.4k shares) Q4 2020
Avg closing price $229.84
Price range $217.96 - $242.04
Increased shares by 42.2% (+56.1k shares) Q3 2020
Avg closing price $225.27
Price range $177.97 - $248.65
Increased shares by 42.8% (+39.9k shares) Q2 2020
Avg closing price $165.49
Price range $145.45 - $181.56

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