LT
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Legacy Trust’s Watsco Inc WSO Stock Holding History

Legacy Trust’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
Q1 		$200K Buy
+551
New +$213K 0.04% 198
2025
Q4 		– Sell
-556
Closed -$225K – 198
2025
Q3 		$225K Hold
556
– – 0.04% 180
2025
Q2 		$246K Hold
556
– – 0.06% 134
2025
Q1 		$283K Sell
556
-24
-4% -$11.8K 0.07% 134
2024
Q4 		$275K Hold
580
– – 0.06% 137
2024
Q3 		$285K Hold
580
– – 0.07% 137
2024
Q2 		$269K Hold
580
– – 0.07% 129
2024
Q1 		$251K Hold
580
– – 0.06% 138
2023
Q4 		$249K Hold
580
– – 0.06% 143
2023
Q3 		$219K Hold
580
– – 0.06% 148
2023
Q2 		$221K Buy
+580
New +$197K 0.06% 156

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