Cornerstone Planning Group’s Watsco Inc WSO Stock Holding History

Cornerstone Planning Group’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 Q4	$2.31K	Buy
2024 Q3	–	Sell
2024 Q2	$923	Buy
2022 Q4	$1.05K	Buy