Atria Wealth Solutions’s Watsco Inc WSO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$723K	Buy
2025 Q1	$815K	Sell
2024 Q4	$762K	Buy
2024 Q3	$693K	Buy
2024 Q2	$605K	Buy
2024 Q1	$286K	Buy
2023 Q4	$282K	Sell
2023 Q3	$253K	Sell
2023 Q2	$257K	Sell
2023 Q1	$411K	Buy