Forum Financial Management’s Watsco Inc WSO Stock Holding History

Forum Financial Management’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$358K	Buy
2025 Q2	$217K	Sell
2025 Q1	$274K	Buy
2024 Q4	$239K	Hold
2024 Q3	$248K	Buy
2024 Q2	$233K	Buy
2024 Q1	$217K	Hold
2023 Q4	$215K	Buy