SWP
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Sagespring Wealth Partners’s Watsco WSO Stock Holding History

Sagespring Wealth Partners’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 		$269K Sell
609
-14
-2% -$6.18K 0.01% 614
2025
Q1 		$317K Buy
623
+7
+1% +$3.56K 0.01% 499
2024
Q4 		$292K Buy
+616
New +$292K 0.01% 483