Heritage Family Offices’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$545K	Hold	1,086	–	–	0.28%	89
2025 Q1	$552K	Buy	1,086 +188	+21%	+$95.6K	0.28%	87
2024 Q4	$425K	Sell	898 -60	-6%	-$28.4K	0.21%	96
2024 Q3	$471K	Buy	958 +5	+0.5%	+$2.46K	0.24%	89
2024 Q2	$442K	Buy	+953	New	+$442K	0.25%	85