HSA
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HBK Sorce Advisory’s Watsco WSO Stock Holding History

HBK Sorce Advisory’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 		– Sell
-458
Closed -$233K – 629
2025
Q1 		$233K Buy
+458
New +$233K 0.01% 505