Heritage Family Offices’s Watsco Inc WSO Stock Holding History

Heritage Family Offices’s Portfolio WSO Stock Details WSO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$290K	Sell
2025 Q3	$413K	Sell
2025 Q2	$545K	Hold
2025 Q1	$552K	Buy
2024 Q4	$425K	Sell
2024 Q3	$471K	Buy
2024 Q2	$442K	Buy