Heritage Wealth Management (Arizona)’s Watsco Inc WSO Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$442K	Sell
2024 Q1	$468K	Sell
2023 Q4	$478K	Buy
2022 Q4	$734K	Buy
2022 Q3	$334K	Buy
2022 Q2	$273K	Buy