Forum Financial Management’s Watsco Inc WSO Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
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