AHC
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Adell Harriman & Carpenter’s Watsco WSO Stock Holding History

Adell Harriman & Carpenter’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 		$417K Hold
945
– – 0.03% 136
2025
Q1 		$480K Buy
945
+32
+4% +$16.3K 0.04% 124
2024
Q4 		$433K Buy
+913
New +$433K 0.03% 128