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Bedel Financial Consulting’s Watsco Inc WSO Stock Holding History

Bedel Financial Consulting’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
-500
Closed -$202K – 302
2025
Q3 		$202K Hold
500
– – 0.03% 282
2025
Q2 		$221K Hold
500
– – 0.03% 251
2025
Q1 		$237K Hold
500
– – 0.03% 235
2024
Q4 		$237K Hold
500
– – 0.03% 236
2024
Q3 		$246K Hold
500
– – 0.03% 227
2024
Q2 		$232K Hold
500
– – 0.03% 224
2024
Q1 		$216K Hold
500
– – 0.03% 234
2023
Q4 		$214K Buy
+500
New +$194K 0.04% 229
2022
Q2 		– Sell
-500
Closed -$152K – 931
2022
Q1 		$152K Hold
500
– – 0.05% 219
2021
Q4 		$156K Hold
500
– – 0.05% 217
2021
Q3 		$132K Hold
500
– – 0.05% 229
2021
Q2 		$143K Hold
500
– – 0.05% 220
2021
Q1 		$130K Buy
+500
New +$123K 0.05% 223

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