HWM
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HB Wealth Management’s Watsco WSO Stock Holding History

HB Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$692K Buy
1,566
+227
+17% +$100K 0.01% 622
2025
Q1 		$681K Buy
1,339
+582
+77% +$296K 0.01% 653
2024
Q4 		$359K Buy
+757
New +$359K ﹤0.01% 740