PWA
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Principia Wealth Advisory’s Watsco WSO Stock Holding History

Principia Wealth Advisory’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442 Hold
1
– – ﹤0.01% 759
2025
Q1 		$499 Hold
1
– – ﹤0.01% 566
2024
Q4 		$474 Buy
+1
New +$474 ﹤0.01% 559