Baker Avenue Asset Management’s Watsco Inc WSO Stock Holding History

Baker Avenue Asset 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	$710K	Buy
2025 Q1	$754K	Buy
2024 Q4	$587K	Sell
2024 Q3	$626K	Buy
2023 Q4	–	Sell
2023 Q3	$33.6K	Sell
2023 Q2	$46.9K	Sell
2023 Q1	$58.9K	Hold
2022 Q4	$46.1K	Buy