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Crewe Advisors’s Watsco Inc WSO Stock Holding History

Crewe Advisors’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
2026
Q1 		$1.46K Hold
4
– – ﹤0.01% 935
2025
Q4 		$1.35K Hold
4
– – ﹤0.01% 948
2025
Q3 		$1.62K Hold
4
– – ﹤0.01% 870
2025
Q2 		$1.77K Hold
4
– – ﹤0.01% 588
2025
Q1 		$2.03K Hold
4
– – ﹤0.01% 546
2024
Q4 		$1.9K Hold
4
– – ﹤0.01% 512
2024
Q3 		$1.97K Hold
4
– – ﹤0.01% 617
2024
Q2 		$1.85K Buy
+4
New +$1.83K ﹤0.01% 874
2024
Q1 		– Sell
-26
Closed -$11.1K – 1020
2023
Q4 		$11.1K Buy
+26
New +$10.1K ﹤0.01% 203
2021
Q3 		– Sell
-11
Closed -$3K – 470
2021
Q2 		$3K Sell
11
-26
-70% -$7.44K ﹤0.01% 382
2021
Q1 		$10K Hold
37
– – ﹤0.01% 293
2020
Q4 		$8K Hold
37
– – ﹤0.01% 298
2020
Q3 		$9K Buy
+37
New +$8.34K ﹤0.01% 268

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