Check historical price trends and seasonality for Watsco (WSO).
Watsco (WSO) average YTD return over the past 10 years is +14.96%.
Over the past 10 years, the return for the specified period (Apr 18 for 60 days) is +4.44%.
4 wins 3 losses with a win rate of 57.14%.
1) Overview:
Watsco exhibits a strong bullish tendency throughout the year, starting with gains from January and accelerating into a significant uptrend that peaks in July. From February 1st, the stock begins a steady climb, reaching +6.0% by April 1st. This bullish phase continues through July, culminating in a peak around July 23rd at +15.5%. After the peak, the stock experiences a slight pullback, but generally maintains elevated levels before showing strength again in December, reaching +17.7% by December 8th and remaining high at +14.9% on December 31st.
2) Buy-the-dip points:
While the overall trend is bullish, potential buying opportunities arise during minor pullbacks. One such period appears after the peak in July, as the stock consolidates through August and September. Another potential entry point could be in October, as the stock experiences a slight dip before resuming its upward trajectory into November. These pullbacks offer chances to establish positions before the stock resumes its climb towards the end of the year.
3) Summary:
The seasonality data suggests a generally bullish investment strategy for Watsco, with a particularly strong tendency for gains in the first half of the year and again in December. Consider initiating or adding to positions during the consolidation periods in late summer or early fall to capitalize on the anticipated year-end rally. Keep in mind that these are average tendencies and not guarantees of future performance.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2024 | 2024-04-18 | 401.9300 | 2024-06-16 | 477.9900 | 76.0600 | 18.92 |
| 2023 | 2023-04-18 | 318.5100 | 2023-06-16 | 366.5800 | 48.0700 | 15.09 |
| 2022 | 2022-04-18 | 279.5600 | 2022-06-16 | 228.1000 | -51.4600 | -18.41 |
| 2019 | 2019-04-18 | 151.3300 | 2019-06-16 | 163.4400 | 12.1100 | 8.00 |
| 2018 | 2018-04-18 | 191.1800 | 2018-06-16 | 187.9000 | -3.2800 | -1.72 |
| 2017 | 2017-04-18 | 136.5500 | 2017-06-16 | 149.7500 | 13.2000 | 9.67 |
| 2016 | 2016-04-18 | 134.8700 | 2016-06-16 | 134.2300 | -0.6400 | -0.47 |
| Avg | 230.5614 | 243.9986 | 13.44 | 4.44 |
| Day \ Month | Jan Total +1.37% | Feb Total +0.08% | Mar Total +4.63% | Apr Total +0.63% | May Total +1.35% | Jun Total +2.10% | Jul Total +4.77% | Aug Total -1.21% | Sep Total +0.34% | Oct Total -2.04% | Nov Total +3.65% | Dec Total -1.36% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.13% | 0.00% | +0.69% | +0.47% | +0.37% | -0.18% | +0.17% | +0.66% | -1.22% | +0.36% | -0.35% | +0.49% | +0.13% |
| 2 Avg +0.10% | -0.37% | +0.11% | +0.75% | -0.02% | +0.37% | +0.78% | +0.37% | -0.76% | +0.09% | +0.08% | +0.13% | -0.28% |
| 3 Avg -0.06% | -0.19% | -0.07% | -0.16% | -0.71% | +0.34% | +0.17% | -0.01% | +0.41% | -0.76% | +0.05% | -0.18% | +0.41% |
| 4 Avg +0.15% | +0.79% | -0.16% | +0.52% | -0.30% | +0.43% | +0.01% | 0.00% | -0.49% | +0.23% | +0.63% | +0.29% | -0.11% |
| 5 Avg -0.04% | -0.27% | -0.49% | +0.44% | +0.21% | -0.04% | -0.07% | +0.38% | -0.08% | -0.21% | +0.14% | +0.12% | -0.57% |
| 6 Avg +0.07% | +0.26% | -0.69% | -0.02% | -0.03% | -0.12% | +0.21% | -0.07% | -0.07% | +0.19% | +0.21% | +0.54% | +0.47% |
| 7 Avg +0.11% | -0.20% | -0.39% | +0.57% | -0.31% | -0.24% | +0.30% | +0.15% | +0.46% | -0.07% | -0.34% | +0.73% | +0.71% |
| 8 Avg +0.11% | -0.08% | +0.22% | -0.28% | +0.22% | +0.29% | +0.20% | -0.02% | +0.17% | +0.07% | +0.05% | -0.16% | +0.63% |
| 9 Avg 0.00% | -0.15% | +0.34% | +0.12% | +0.71% | +0.03% | +0.40% | +0.62% | -0.47% | -0.21% | +0.01% | -1.00% | -0.46% |
| 10 Avg +0.07% | +0.49% | -0.19% | -0.72% | -0.07% | +0.70% | -0.22% | +0.22% | +0.22% | -0.29% | -0.74% | +1.47% | -0.07% |
| 11 Avg +0.05% | +0.30% | +1.09% | -0.68% | -0.23% | -0.37% | -0.68% | +0.04% | +0.19% | +0.49% | -0.05% | +0.47% | +0.08% |
| 12 Avg +0.09% | -0.19% | +0.22% | -0.12% | +0.29% | -0.39% | +0.72% | +0.02% | +0.40% | +0.16% | +0.03% | -0.04% | -0.03% |
| 13 Avg -0.20% | -0.03% | -0.20% | +0.50% | -0.54% | -0.41% | -0.36% | -0.33% | +0.42% | -0.52% | -0.92% | +0.18% | -0.13% |
| 14 Avg -0.09% | -0.05% | -0.81% | +0.37% | -0.28% | +0.26% | -0.30% | +0.01% | -0.13% | +0.39% | -0.01% | -0.04% | -0.51% |
| 15 Avg +0.18% | +0.04% | +0.60% | +0.69% | +0.14% | +0.34% | +0.31% | +0.24% | -0.06% | +0.29% | -0.18% | -0.06% | -0.20% |
| 16 Avg -0.03% | -0.01% | +0.19% | -0.30% | -0.04% | +0.13% | -0.63% | +0.18% | -0.34% | -0.08% | +0.44% | +0.30% | -0.14% |
| 17 Avg +0.10% | -0.07% | -0.19% | +0.72% | +0.46% | +0.16% | -0.33% | -0.27% | -0.13% | -0.12% | +1.12% | -0.16% | +0.04% |
| 18 Avg -0.07% | -0.11% | +0.89% | +0.51% | -0.01% | -0.48% | -0.15% | -0.39% | +0.04% | -0.23% | -0.44% | +0.10% | -0.56% |
| 19 Avg -0.14% | +0.24% | -0.15% | -0.14% | -0.05% | -0.36% | -0.09% | +0.25% | -0.13% | +0.41% | -1.46% | +0.19% | -0.39% |
| 20 Avg -0.16% | +0.32% | -0.20% | -0.85% | +0.36% | +0.14% | -0.26% | +0.42% | -0.07% | -0.64% | -0.30% | -0.60% | -0.26% |
| 21 Avg +0.03% | -0.08% | -0.86% | -0.06% | +0.22% | +0.07% | +0.49% | -0.21% | -0.10% | -0.68% | +0.57% | +0.93% | -0.01% |
| 22 Avg +0.03% | +0.60% | +0.20% | -0.77% | +0.60% | -0.50% | -0.39% | +0.82% | +0.23% | +0.24% | -0.80% | +0.42% | -0.34% |
| 23 Avg +0.16% | -0.17% | -0.10% | -0.60% | -0.36% | -0.42% | +0.65% | +2.30% | -0.26% | +0.14% | +0.11% | +0.08% | +0.52% |
| 24 Avg +0.15% | +0.22% | +0.01% | +0.82% | +0.92% | +0.40% | +0.20% | -0.72% | +0.18% | -0.20% | +0.33% | -0.37% | +0.02% |
| 25 Avg -0.05% | +0.11% | -0.06% | +0.20% | +0.18% | -0.04% | -0.68% | -0.39% | +0.17% | +0.23% | -0.89% | +0.50% | 0.00% |
| 26 Avg -0.01% | -0.32% | -0.06% | +0.76% | -0.48% | +0.70% | +0.09% | -0.49% | -0.30% | +0.16% | -0.33% | -0.34% | +0.46% |
| 27 Avg +0.24% | +0.23% | +0.23% | +0.25% | +0.35% | +0.66% | +0.14% | +0.68% | -0.18% | +0.82% | -0.18% | +0.02% | -0.11% |
| 28 Avg +0.01% | +0.10% | -0.07% | +0.19% | -0.31% | -0.37% | +0.07% | +0.16% | +0.07% | +0.58% | +0.45% | -0.42% | -0.37% |
| 29 Avg +0.09% | +0.08% | - | +0.51% | -0.32% | -0.06% | +0.48% | +0.41% | +0.28% | -0.56% | +0.14% | -0.26% | +0.30% |
| 30 Avg +0.04% | -0.40% | - | +0.59% | -0.35% | +0.55% | +0.88% | -0.82% | +0.57% | +0.06% | -0.37% | +0.32% | -0.54% |
| 31 Avg +0.22% | +0.25% | - | +0.35% | - | -0.26% | - | +0.58% | -0.24% | - | +0.94% | - | -0.07% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
