BankPlus Trust Department’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
458
0.06% 149
2025
Q1
$233K Sell
458
-31
-6% -$15.8K 0.08% 131
2024
Q4
$232K Buy
+489
New +$232K 0.08% 132