Berry Wealth Group’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
690
+52
+8% +$23K 0.21% 66
2025
Q1
$324K Buy
638
+175
+38% +$89K 0.25% 57
2024
Q4
$219K Buy
463
+53
+13% +$25.1K 0.16% 88
2024
Q3
$202K Buy
+410
New +$202K 0.14% 96