Robertson Stephens Wealth Management’s Watsco WSO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-489	Closed	-$232K	–	591
2024 Q4	$232K	Sell	489 -862	-64%	-$408K	0.01%	519
2024 Q3	$665K	Buy	+1,351	New	+$665K	0.02%	350