Parcion Private Wealth’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	-1,304	Closed	-$663K	–	331
2025 Q1	$663K	Sell	1,304 -10	-0.8%	-$5.08K	0.05%	147
2024 Q4	$623K	Hold	1,314	–	–	0.05%	145
2024 Q3	$646K	Buy	+1,314	New	+$646K	0.05%	141