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

Cordatus 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
Q4 		– Sell
-546
Closed -$221K – 169
2025
Q3 		$221K Buy
546
+4
+0.7% +$1.71K 0.05% 152
2025
Q2 		$239K Buy
542
+3
+0.6% +$1.39K 0.06% 156
2025
Q1 		$274K Buy
539
+20
+4% +$9.86K 0.08% 135
2024
Q4 		$246K Buy
519
+5
+1% +$2.53K 0.06% 136
2024
Q3 		$253K Sell
514
-2
-0.4% -$961 0.09% 114
2024
Q2 		$239K Buy
+516
New +$236K 0.09% 117

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