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Perfromance Wealth Partners’s Watsco Inc WSO Stock Holding History

Perfromance Wealth Partners’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 		– Sell
-487
Closed -$215K – 211
2025
Q2 		$215K Sell
487
-1,040
-68% -$482K 0.01% 176
2025
Q1 		$776K Hold
1,527
– – 0.03% 71
2024
Q4 		$724K Buy
1,527
+96
+7% +$48.6K 0.02% 79
2024
Q3 		$704K Buy
1,431
+101
+8% +$48.5K 0.02% 80
2024
Q2 		$616K Hold
1,330
– – 0.02% 76
2024
Q1 		$575K Buy
1,330
+5
+0.4% +$2.01K 0.02% 86
2023
Q4 		$568K Sell
1,325
-135
-9% -$52.3K 0.02% 97
2023
Q3 		$551K Hold
1,460
– – 0.03% 98
2023
Q2 		$552K Sell
1,460
-5
-0.3% -$1.7K 0.03% 105
2023
Q1 		$466K Buy
+1,465
New +$430K 0.02% 116

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