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 Q2	$215K	Sell
2025 Q1	$776K	Hold
2024 Q4	$724K	Buy
2024 Q3	$704K	Buy
2024 Q2	$616K	Hold
2024 Q1	$575K	Buy
2023 Q4	$568K	Sell
2023 Q3	$551K	Hold
2023 Q2	$552K	Sell
2023 Q1	$466K	Buy