Nicolet Advisory Services’s Watsco Inc WSO Stock Holding History

Nicolet 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
2025 Q3	$603K	Sell
2025 Q2	$691K	Sell
2025 Q1	$851K	Buy
2024 Q4	$779K	Buy
2024 Q3	$750K	Buy
2024 Q2	$726K	Buy
2024 Q1	$538K	Buy
2023 Q4	$378K	Buy
2023 Q3	$296K	Sell
2023 Q2	$306K	Buy
2023 Q1	$232K	Buy