Level Four Advisory Services’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Sell
5,285
-100
-2% -$44.2K 0.09% 243
2025
Q1
$2.74M Buy
5,385
+209
+4% +$106K 0.11% 216
2024
Q4
$2.45M Buy
5,176
+48
+0.9% +$22.7K 0.1% 223
2024
Q3
$2.43M Buy
5,128
+195
+4% +$92.2K 0.1% 218
2024
Q2
$2.29M Buy
+4,933
New +$2.29M 0.1% 217