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Everence Capital Management’s Watsco WSO Stock Holding History

Everence Capital Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$561K Buy
1,270
+330
+35% +$146K 0.04% 340
2025
Q1 		$478K Hold
940
– – 0.03% 382
2024
Q4 		$445K Buy
+940
New +$445K 0.03% 412