Confluence Wealth Services’s Watsco Inc WSO Stock Holding History

Confluence Wealth Services’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	$1.29M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$1.37M	Buy
2024 Q3	$1.13M	Buy
2024 Q2	$1M	Buy
2024 Q1	$885K	Buy
2023 Q4	$857K	Buy
2023 Q3	$667K	Buy
2023 Q2	$576K	Buy
2023 Q1	$303K	Buy