EP Wealth Advisors’s Watsco WSO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-742	Closed	-$377K	–	1480
2025 Q1	$377K	Sell	742 -18	-2%	-$9.16K	﹤0.01%	810
2024 Q4	$360K	Buy	760 +221	+41%	+$105K	﹤0.01%	799
2024 Q3	$265K	Buy	+539	New	+$265K	﹤0.01%	910