Congress Wealth Management’s Watsco Inc WSO Stock Holding History

Congress Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Sell
2025 Q1	$1.37M	Buy
2024 Q4	$412K	Buy
2024 Q3	$391K	Sell
2024 Q2	$437K	Buy
2024 Q1	$406K	Sell
2023 Q4	$679K	Buy
2023 Q3	$541K	Buy