OneDigital Investment Advisors’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-523
Closed -$266K 1513
2025
Q1
$266K Buy
+523
New +$266K ﹤0.01% 1182