Focus Partners Wealth’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
$3.87M Buy
2025
Q1
$4.33M Buy
2024
Q4
$3.71M Buy
2024
Q3
$2.56M Sell
2024
Q2
$7.04M Buy
2024
Q1
$971K Buy