AWM
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Atticus Wealth Management’s Watsco Inc WSO Stock Holding History

Atticus Wealth Management’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
2024
Q2 		– Sell
-11
Closed -$4.75K – 575
2024
Q1 		$4.75K Hold
11
– – ﹤0.01% 448
2023
Q4 		$4.71K Hold
11
– – ﹤0.01% 451
2023
Q3 		$4.16K Sell
11
-4
-27% -$1.45K ﹤0.01% 462
2023
Q2 		$5.75K Buy
15
+11
+275% +$3.73K ﹤0.01% 441
2023
Q1 		$1.29K Sell
4
-24
-86% -$7.05K ﹤0.01% 490
2022
Q4 		$6.98K Buy
+28
New +$7.36K ﹤0.01% 412
2021
Q3 		– Sell
-3
Closed -$1K – 464
2021
Q2 		$1K Hold
3
– – ﹤0.01% 377
2021
Q1 		$1K Hold
3
– – ﹤0.01% 339
2020
Q4 		$1K Hold
3
– – ﹤0.01% 331
2020
Q3 		$1K Hold
3
– – ﹤0.01% 310
2020
Q2 		$1K Hold
3
– – ﹤0.01% 293
2020
Q1 		$0 Buy
+3
New +$507 ﹤0.01% 439

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