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 Q2	$9.47M	Buy
2025 Q1	$9.73M	Buy
2024 Q4	$8.27M	Buy
2024 Q3	$6.63M	Sell
2024 Q2	$6.99M	Buy
2024 Q1	–	Sell
2023 Q4	$7.05M	Buy
2023 Q3	$5.97M	Buy
2023 Q2	$5.96M	Buy
2022 Q3	$5.5M	Buy