Perigon Wealth Management’s Watsco WSO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.43M	Sell	3,244 -290	-8%	-$128K	0.03%	399
2025 Q1	$1.8M	Sell	3,534 -2	-0.1%	-$1.02K	0.05%	326
2024 Q4	$1.74M	Buy	+3,536	New	+$1.74M	0.04%	333