Private Wealth Management Group’s Watsco Inc WSO Stock Holding History

Private Wealth Management Group’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	$4.85K	Sell
2025 Q2	$7.07K	Sell
2025 Q1	$12.2K	Hold
2024 Q4	$11.4K	Hold
2024 Q3	$11.8K	Hold
2024 Q2	$11.1K	Buy
2024 Q1	$4.32K	Hold
2023 Q4	$4.29K	Buy