Mowery & Schoenfeld Wealth Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.95K Hold
18
0.01% 234
2025
Q1
$9.15K Hold
18
0.02% 272
2024
Q4
$8.53K Hold
18
0.02% 245
2024
Q3
$8.85K Buy
+18
New +$8.85K 0.01% 180