Lake Street Advisors Group’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.43M Buy
2024
Q3
$385K Sell
2024
Q2
$1.39M Hold
2024
Q1
$1.3M Hold
2023
Q4
$1.29M Buy