Everpar 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
Q3
$373K Sell
2025
Q2
$410K Sell
2025
Q1
$480K Sell
2024
Q4
$482K Sell
2024
Q3
$508K Sell
2024
Q2
$509K Buy
2024
Q1
$441K Sell
2023
Q4
$779K Buy