HighPoint Advisor Group’s Watsco Inc WSO Stock Holding History

HighPoint Advisor Group’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 Q2	$388K	Buy
2025 Q1	$343K	Buy
2024 Q4	$264K	Buy
2024 Q3	–	Sell
2024 Q2	$242K	Sell
2024 Q1	$245K	Buy
2023 Q4	$201K	Buy