Bleakley Financial Group’s Watsco Inc WSO Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell
2024 Q4	$319K	Buy
2024 Q3	$305K	Sell
2024 Q2	$296K	Sell
2024 Q1	$276K	Buy
2023 Q4	$265K	Buy
2023 Q3	$232K	Sell
2023 Q2	$244K	Buy