BGAI
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Bruce G. Allen Investments’s Watsco Inc WSO Stock Holding History

Bruce G. Allen Investments’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
2026
Q1 		$1.82K Sell
5
-3
-38% -$1.16K ﹤0.01% 708
2025
Q4 		$2.7K Buy
8
+4
+100% +$1.43K ﹤0.01% 649
2025
Q3 		$1.62K Sell
4
-1
-20% -$428 ﹤0.01% 738
2025
Q2 		$2.21K Buy
5
+1
+25% +$464 ﹤0.01% 690
2025
Q1 		$2.03K Hold
4
– – ﹤0.01% 702
2024
Q4 		$1.9K Hold
4
– – ﹤0.01% 720
2024
Q3 		$1.97K Hold
4
– – ﹤0.01% 714
2024
Q2 		$1.85K Hold
4
– – ﹤0.01% 696
2024
Q1 		$1.73K Sell
4
-7
-64% -$2.81K ﹤0.01% 722
2023
Q4 		$4.71K Buy
+11
New +$4.26K ﹤0.01% 598

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