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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
Q4 		– Sell
-885
Closed -$358K – 1061
2025
Q3 		$358K Buy
885
+393
+80% +$168K ﹤0.01% 637
2025
Q2 		$217K Sell
492
-47
-9% -$21.8K ﹤0.01% 867
2025
Q1 		$274K Buy
539
+35
+7% +$17.3K ﹤0.01% 640
2024
Q4 		$239K Hold
504
– – ﹤0.01% 756
2024
Q3 		$248K Buy
504
+1
+0.2% +$481 ﹤0.01% 615
2024
Q2 		$233K Buy
503
+1
+0.2% +$457 ﹤0.01% 593
2024
Q1 		$217K Hold
502
– – ﹤0.01% 664
2023
Q4 		$215K Buy
+502
New +$194K ﹤0.01% 612

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