Lee Financial’s Watsco WSO Stock Holding History

Lee Financial’s Portfolio WSO Stock Details WSO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.84M	Buy	4,169 +409	+11%	+$181K	0.26%	39
2025 Q1	$1.91M	Sell	3,760 -463	-11%	-$235K	0.29%	35
2024 Q4	$2M	Sell	4,223 -68	-2%	-$32.2K	0.28%	34
2024 Q3	$2.11M	Sell	4,291 -80	-2%	-$39.4K	0.3%	31
2024 Q2	$2.02M	Sell	4,371 -258	-6%	-$120K	0.33%	29
2024 Q1	$2M	Sell	4,629 -45	-1%	-$19.4K	0.33%	31
2023 Q4	$2M	Sell	4,674 -3	-0.1%	-$1.29K	0.35%	29
2023 Q3	$1.77M	Sell	4,677 -325	-6%	-$123K	0.33%	32
2023 Q2	$1.91M	Hold	5,002	–	–	0.33%	30
2023 Q1	$1.59M	Sell	5,002 -749	-13%	-$238K	0.27%	44
2022 Q4	$1.43M	Buy	5,751 +94	+2%	+$23.4K	0.24%	54
2022 Q3	$1.46M	Buy	5,657 +12	+0.2%	+$3.09K	0.27%	51
2022 Q2	$1.35M	Buy	5,645 +51	+0.9%	+$12.2K	0.25%	55
2022 Q1	$1.7M	Buy	5,594 +8	+0.1%	+$2.44K	0.3%	44
2021 Q4	$1.75M	Buy	5,586 +7	+0.1%	+$2.19K	0.33%	42
2021 Q3	$1.48M	Sell	5,579 -1,556	-22%	-$412K	0.31%	46
2021 Q2	$2.05M	Sell	7,135 -191	-3%	-$54.7K	0.43%	33
2021 Q1	$1.91M	Sell	7,326 -276	-4%	-$72K	0.45%	30
2020 Q4	$1.72M	Hold	7,602	–	–	0.45%	36
2020 Q3	$1.77M	Sell	7,602 -18	-0.2%	-$4.19K	0.49%	33
2020 Q2	$1.35M	Buy	7,620 +802	+12%	+$143K	0.38%	47
2020 Q1	$1.08M	Sell	6,818 -1	-0%	-$158	0.36%	47
2019 Q4	$1.23M	Buy	6,819 +113	+2%	+$20.4K	0.27%	52
2019 Q3	$1.13M	Buy	6,706 +55	+0.8%	+$9.3K	0.26%	57
2019 Q2	$1.09M	Sell	6,651 -48	-0.7%	-$7.85K	0.25%	57
2019 Q1	$959K	Buy	6,699 +19	+0.3%	+$2.72K	0.22%	64
2018 Q4	$929K	Sell	6,680 -109	-2%	-$15.2K	0.25%	57
2018 Q3	$1.21M	Sell	6,789 -33	-0.5%	-$5.88K	0.3%	49
2018 Q2	$1.22M	Sell	6,822 -35	-0.5%	-$6.24K	0.29%	52
2018 Q1	$1.24M	Sell	6,857 -64	-0.9%	-$11.6K	0.31%	49
2017 Q4	$1.18M	Sell	6,921 -108	-2%	-$18.4K	0.34%	56
2017 Q3	$1.13M	Sell	7,029 -184	-3%	-$29.7K	0.37%	56
2017 Q2	$1.11M	Buy	+7,213	New	+$1.11M	0.41%	55