Simon Quick Advisors’s Watsco Inc WSO Stock Holding History

Simon Quick Advisors’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 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