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Buck Wealth Strategies’s Watsco Inc WSO Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-22,655
Closed -$9.16M – 198
2025
Q3 		$9.16M Buy
22,655
+1,211
+6% +$518K 1.26% 34
2025
Q2 		$9.47M Buy
21,444
+2,308
+12% +$1.07M 1.44% 29
2025
Q1 		$9.73M Buy
19,136
+1,686
+10% +$831K 1.77% 22
2024
Q4 		$8.27M Buy
17,450
+3,973
+29% +$2.01M 1.72% 31
2024
Q3 		$6.63M Sell
13,477
-1,609
-11% -$773K 2.09% 25
2024
Q2 		$6.99M Buy
+15,086
New +$6.9M 2.06% 26
2024
Q1 		– Sell
-16,454
Closed -$7.05M – 106
2023
Q4 		$7.05M Buy
16,454
+649
+4% +$251K 2.61% 20
2023
Q3 		$5.97M Buy
15,805
+175
+1% +$63.3K 2.4% 11
2023
Q2 		$5.96M Buy
+15,630
New +$5.3M 2.59% 8
2022
Q3 		$5.5M Buy
+14,562
New +$3.95M 2.57% 11

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Kayne Anderson Rudnick Investment Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return