GeoWealth Management’s Watsco Inc WSO Stock Holding History

GeoWealth 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 Q2	$122K	Buy
2025 Q1	$83.4K	Sell
2024 Q4	$111K	Sell
2024 Q3	$122K	Sell
2024 Q2	$121K	Buy