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Insigneo Advisory Services’s Watsco Inc WSO Stock Holding History

Insigneo Advisory Services’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
Q3 		– Sell
-535
Closed -$236K – 777
2025
Q2 		$236K Sell
535
-45
-8% -$20.9K 0.02% 521
2025
Q1 		$295K Buy
580
+37
+7% +$18.2K 0.03% 417
2024
Q4 		$257K Sell
543
-26
-5% -$13.2K 0.03% 456
2024
Q3 		$280K Sell
569
-89
-14% -$42.8K 0.03% 462
2024
Q2 		$304K Buy
658
+16
+2% +$7.31K 0.03% 404
2024
Q1 		$277K Buy
642
+41
+7% +$16.5K 0.03% 401
2023
Q4 		$258K Sell
601
-59
-9% -$22.9K 0.04% 370
2023
Q3 		$249K Buy
+660
New +$239K 0.05% 320

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