Heritage Family Offices’s Watsco Inc WSO Stock Holding History

Heritage Family Offices’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 Q3	$413K	Sell
2025 Q2	$545K	Hold
2025 Q1	$552K	Buy
2024 Q4	$425K	Sell
2024 Q3	$471K	Buy
2024 Q2	$442K	Buy