CWM
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Congress Wealth Management’s Watsco Inc WSO Stock Holding History

Congress Wealth Management’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 		$412K Sell
933
-1,762
-65% -$817K ﹤0.01% 982
2025
Q1 		$1.37M Buy
2,695
+1,828
+211% +$901K 0.02% 561
2024
Q4 		$412K Buy
867
+73
+9% +$37K 0.01% 686
2024
Q3 		$391K Sell
794
-148
-16% -$71.1K 0.01% 681
2024
Q2 		$437K Buy
942
+4
+0.4% +$1.83K 0.01% 552
2024
Q1 		$406K Sell
938
-645
-41% -$259K 0.01% 471
2023
Q4 		$679K Buy
1,583
+152
+11% +$58.9K 0.01% 429
2023
Q3 		$541K Buy
+1,431
New +$517K 0.01% 451

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