Elevated Capital Advisors’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$975K Hold
2025
Q1
$975K Buy
2024
Q4
$863K Sell
2024
Q3
$896K Sell
2024
Q2
$857K Buy