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Baker Tilly Wealth Management’s Watsco Inc WSO Stock Holding History

Baker Tilly 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 		– Sell
-423
Closed -$215K – 250
2025
Q1 		$215K Hold
423
– – 0.08% 221
2024
Q4 		$200K Hold
423
– – 0.08% 232
2024
Q3 		$208K Sell
423
-47
-10% -$22.6K 0.09% 228
2024
Q2 		$218K Sell
470
-642
-58% -$293K 0.09% 255
2024
Q1 		$480K Sell
1,112
-260
-19% -$104K 0.09% 263
2023
Q4 		$588K Sell
1,372
-173
-11% -$67K 0.1% 240
2023
Q3 		$584K Sell
1,545
-21
-1% -$7.59K 0.1% 222
2023
Q2 		$597K Sell
1,566
-53
-3% -$18K 0.06% 295
2023
Q1 		$515K Sell
1,619
-49
-3% -$14.4K 0.06% 327
2022
Q4 		$416K Sell
1,668
-309
-16% -$81.3K 0.05% 371
2022
Q3 		$509K Buy
1,977
+7
+0.4% +$1.9K 0.07% 287
2022
Q2 		$470K Sell
1,970
-48
-2% -$12.6K 0.06% 325
2022
Q1 		$615K Sell
2,018
-299
-13% -$85.3K 0.07% 288
2021
Q4 		$725K Buy
2,317
+534
+30% +$158K 0.08% 278
2021
Q3 		$472K Buy
1,783
+228
+15% +$63.9K 0.06% 325
2021
Q2 		$446K Buy
1,555
+152
+11% +$43.5K 0.07% 303
2021
Q1 		$366K Buy
1,403
+118
+9% +$29.1K 0.08% 305
2020
Q4 		$291K Buy
+1,285
New +$295K 0.09% 246

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