Modera Wealth Management’s Watsco Inc WSO Stock Holding History

Modera Wealth Management’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 Q2	$521K	Buy
2025 Q1	$594K	Sell
2024 Q4	$573K	Buy
2024 Q3	$592K	Sell
2024 Q2	$783K	Sell
2024 Q1	$767K	Sell
2023 Q4	$833K	Buy
2023 Q3	$714K	Buy
2023 Q2	$718K	Buy