JFS Wealth Advisors’s Watsco Inc WSO Stock Holding History

JFS 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
2026 Q2	$15K	Buy	36 +3	+9%	+$1.21K	﹤0.01%	846
2026 Q1	$12K	Sell	33 -10	-23%	-$3.88K	﹤0.01%	882
2025 Q4	$14.5K	Buy	43 +4	+10%	+$1.43K	﹤0.01%	856
2025 Q3	$15.8K	Sell	39 -7	-15%	-$2.99K	﹤0.01%	748
2025 Q2	$20.3K	Sell	46 -1	-2%	-$464	﹤0.01%	656
2025 Q1	$23.9K	Buy	47 +1	+2%	+$493	﹤0.01%	623
2024 Q4	$21.8K	Hold	46	–	–	﹤0.01%	620
2024 Q3	$22.6K	Buy	46 +1	+2%	+$481	﹤0.01%	614
2024 Q2	$20.8K	Hold	45	–	–	﹤0.01%	593
2024 Q1	$19.4K	Hold	45	–	–	﹤0.01%	632
2023 Q4	$19.3K	Buy	45 +3	+7%	+$1.16K	﹤0.01%	592
2023 Q3	$15.9K	Hold	42	–	–	﹤0.01%	601
2023 Q2	$16K	Hold	42	–	–	﹤0.01%	591
2023 Q1	$13.4K	Hold	42	–	–	﹤0.01%	625
2022 Q4	$10.5K	Sell	42 -3	-7%	-$789	﹤0.01%	694
2022 Q3	$12K	Buy	45 +14	+45%	+$3.79K	﹤0.01%	689
2022 Q2	$7K	Sell	31 -10	-24%	-$2.63K	﹤0.01%	905
2022 Q1	$12K	Buy	41 +35	+583%	+$9.98K	﹤0.01%	749
2021 Q4	$2K	Buy	+6	New	+$1.78K	﹤0.01%	1198

Other funds holding WSO

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return