AW
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Avion Wealth’s Watsco Inc WSO Stock Holding History

Avion Wealth’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
Q4 		– Sell
-1
Closed – – 1626
2025
Q3 		$0 Hold
1
– – ﹤0.01% 1584
2025
Q2 		$0 Sell
1
-1
-50% -$464 ﹤0.01% 1654
2025
Q1 		$0 Buy
+2
New +$986 ﹤0.01% 1385
2024
Q4 		– Sell
-1
Closed – – 1302
2024
Q3 		$0 Hold
1
– – ﹤0.01% 1363
2024
Q2 		$0 Sell
1
-4
-80% -$1.83K ﹤0.01% 1290
2024
Q1 		$3K Hold
5
– – ﹤0.01% 610
2023
Q4 		$2K Hold
5
– – ﹤0.01% 640
2023
Q3 		$1K Buy
5
+1
+25% +$362 ﹤0.01% 757
2023
Q2 		$1K Hold
4
– – ﹤0.01% 668
2023
Q1 		$0 Buy
+4
New +$1.18K ﹤0.01% 802

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William Blair & Company
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