Icon Wealth Advisors’s Watsco Inc WSO Stock Holding History

Icon Wealth Advisors’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	$191K	Sell
2025 Q1	$241K	Sell
2024 Q4	$355K	Sell
2024 Q3	$389K	Sell
2024 Q2	$526K	Buy
2024 Q1	$462K	Sell
2023 Q4	$518K	Buy
2022 Q4	$426K	Sell
2022 Q3	$467K	Buy