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Mayflower Financial Advisors’s Watsco Inc WSO Stock Holding History

Mayflower Financial Advisors’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
Q4 		– Sell
-1,223
Closed -$494K – 440
2025
Q3 		$494K Sell
1,223
-198
-14% -$84.7K 0.06% 253
2025
Q2 		$628K Sell
1,421
-1
-0.1% -$464 0.09% 205
2025
Q1 		$723K Sell
1,422
-81
-5% -$39.9K 0.11% 180
2024
Q4 		$712K Sell
1,503
-326
-18% -$165K 0.11% 177
2024
Q3 		$900K Buy
1,829
+2
+0.1% +$961 0.14% 148
2024
Q2 		$846K Buy
1,827
+1
+0.1% +$457 0.14% 148
2024
Q1 		$789K Sell
1,826
-148
-7% -$59.5K 0.13% 158
2023
Q4 		$846K Sell
1,974
-44
-2% -$17K 0.12% 145
2023
Q3 		$762K Sell
2,018
-316
-14% -$114K 0.11% 144
2023
Q2 		$890K Buy
2,334
+1,482
+174% +$503K 0.12% 141
2023
Q1 		$271K Sell
852
-263
-24% -$77.3K 0.04% 282
2022
Q4 		$278K Buy
+1,115
New +$293K 0.04% 274
2022
Q2 		– Sell
-728
Closed -$222K – 372
2022
Q1 		$222K Sell
728
-100
-12% -$28.5K 0.03% 318
2021
Q4 		$259K Hold
828
– – 0.03% 287
2021
Q3 		$237K Hold
828
– – 0.03% 295
2021
Q2 		$237K Hold
828
– – 0.03% 281
2021
Q1 		$216K Buy
+828
New +$204K 0.03% 272

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return