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Affinity Investment Advisors, LLC

SEC CIK
0001520601
Latest filing
Aug 5, 2026

WSO holding history

Watsco Inc in every 13F filed by Affinity Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of WSO by Affinity Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−700−100.0%Sold outHolders
Q1 2023700$222.7K0.1%+700NewHolders
Q2 20220$00.0%−728−100.0%Sold outHolders
Q1 2022728$222.0K0.1%+78+12.0%AddedHolders
Q4 2021650$203.0K0.1%+650NewHolders