Axxcess Wealth Management’s Watsco Inc WSO Stock Holding History

Axxcess 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
2025 Q2	$530K	Sell
2025 Q1	$612K	Sell
2024 Q4	$659K	Sell
2024 Q3	$686K	Sell
2024 Q2	$654K	Sell
2024 Q1	$614K	Sell
2023 Q4	$610K	Buy
2023 Q3	$294K	Buy
2023 Q2	$267K	Sell
2023 Q1	$236K	Buy