BOK Financial Private Wealth’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$948	–	681
2024 Q4	$948	Hold	2	–	–	﹤0.01%	513
2024 Q3	$984	Hold	2	–	–	﹤0.01%	495
2024 Q2	$927	Buy	+2	New	+$927	﹤0.01%	448