Simon Quick Advisors’s Watsco Inc WSO Stock Holding History

Simon Quick Advisors’s Portfolio WSO Stock Details WSO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$336K	Buy
2025 Q2	–	Sell
2025 Q1	$458K	Buy
2024 Q4	$383K	Buy
2024 Q3	$344K	Buy
2024 Q2	$317K	Buy
2024 Q1	$270K	Buy
2023 Q4	$241K	Sell
2023 Q3	$215K	Buy
2020 Q4	–	Sell
2020 Q3	$2K	Buy