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IMG Wealth Management’s Watsco WSO Stock Holding History

IMG Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23K Buy
52
+23
+79% +$10.2K 0.02% 194
2025
Q1 		$14.7K Hold
29
– – 0.01% 202
2024
Q4 		$13.7K Buy
+29
New +$13.7K 0.01% 190