AWM
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Activest Wealth Management’s Watsco WSO Stock Holding History

Activest Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$1.53K – 1440
2025
Q1 		$1.53K Buy
+3
New +$1.53K ﹤0.01% 706
2024
Q4 		– Hold
0
– – – 1189
2024
Q3 		– Hold
0
– – – 764
2024
Q2 		– Hold
0
– – – 699