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Lloyd Advisory Services’s Watsco Inc WSO Stock Holding History

Lloyd Advisory Services’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 		– Sell
-2
Closed -$731 – 1058
2025
Q4 		$731 Buy
+2
New +$714 ﹤0.01% 502
2024
Q2 		– Sell
-2,655
Closed -$1.15M – 194
2024
Q1 		$1.15M Buy
2,655
+2,181
+460% +$876K 0.24% 74
2023
Q4 		$203K Sell
474
-1,297
-73% -$503K 0.1% 127
2023
Q3 		$669K Buy
+1,771
New +$640K 0.22% 108

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