Diversify Wealth Management’s Watsco Inc WSO Stock Holding History

Diversify 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	$545K	Sell
2025 Q1	$619K	Sell
2024 Q4	$687K	Sell
2024 Q3	$718K	Sell
2024 Q2	$765K	Buy