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
2025 Q3	$225K	Hold
2025 Q2	$246K	Hold
2025 Q1	$283K	Sell
2024 Q4	$275K	Hold
2024 Q3	$285K	Hold
2024 Q2	$269K	Hold
2024 Q1	$251K	Hold
2023 Q4	$249K	Hold
2023 Q3	$219K	Hold
2023 Q2	$221K	Buy