BHK Investment Advisors’s Watsco Inc WSO Stock Holding History

BHK Investment Advisors’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 Q3	$595K	Hold
2025 Q2	$650K	Buy
2025 Q1	$659K	Sell
2024 Q4	$692K	Buy
2024 Q3	$718K	Buy
2024 Q2	$655K	Buy
2024 Q1	$585K	Buy
2023 Q4	$396K	Buy
2023 Q1	–	Sell
2022 Q4	$262K	Buy
2022 Q3	$245K	Buy