Great Valley Advisor Group’s Watsco Inc WSO Stock Holding History

Great Valley Advisor Group’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	$264K	Sell
2025 Q1	$577K	Sell
2024 Q4	$4.56M	Buy
2024 Q3	$4.32M	Buy
2024 Q2	$2.77M	Buy
2024 Q1	$2.09M	Buy
2023 Q4	$1.28M	Buy
2023 Q3	$458K	Buy