Kestra Investment Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.9K Hold
47
﹤0.01% 626
2025
Q1
$23.9K Buy
47
+22
+88% +$11.2K ﹤0.01% 540
2024
Q4
$11.8K Buy
+25
New +$11.8K ﹤0.01% 806