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Benchmark Financial Wealth Advisors’s Watsco WSO Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,919
Closed -$909K – 108
2024
Q4 		$909K Buy
+1,919
New +$909K 0.29% 43
2024
Q1 		– Sell
-1,250
Closed -$536K – 93
2023
Q4 		$536K Buy
+1,250
New +$536K 0.23% 43