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Annis Gardner Whiting Capital Advisors’s Watsco Inc WSO Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18K Hold
6
– – ﹤0.01% 1040
2025
Q4 		$2.02K Buy
6
+1
+20% +$357 ﹤0.01% 958
2025
Q3 		$2.02K Sell
5
-10
-67% -$4.28K ﹤0.01% 880
2025
Q2 		$6.63K Buy
+15
New +$6.96K ﹤0.01% 807
2025
Q1 		– Sell
-6
Closed -$2.84K – 836
2024
Q4 		$2.84K Buy
+6
New +$3.04K ﹤0.01% 660

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