Spire Wealth Management’s Watsco Inc WSO Stock Holding History

Spire Wealth Management’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
2026 Q1	–	Sell	-3	Closed	-$1.18K	–	2418
2025 Q4	$1.18K	Sell	3 -17	-85%	-$6.07K	﹤0.01%	2175
2025 Q3	$8.2K	Hold	20	–	–	﹤0.01%	1826
2025 Q2	$8.95K	Sell	20 -7	-26%	-$3.25K	﹤0.01%	1757
2025 Q1	$13.7K	Sell	27 -8	-23%	-$3.94K	﹤0.01%	1734
2024 Q4	$16.8K	Buy	35 +15	+75%	+$7.6K	﹤0.01%	1679
2024 Q3	$9.84K	Sell	20 -22	-52%	-$10.6K	﹤0.01%	1640
2024 Q2	$19.5K	Sell	42 -4	-9%	-$1.83K	﹤0.01%	1451
2024 Q1	$19.8K	Buy	46 +4	+10%	+$1.61K	﹤0.01%	1520
2023 Q4	$16.8K	Sell	42 -7	-14%	-$2.71K	﹤0.01%	1592
2023 Q3	$18.7K	Sell	49 -22	-31%	-$7.95K	﹤0.01%	1533
2023 Q2	$27.1K	Sell	71 -127	-64%	-$43.1K	﹤0.01%	1456
2023 Q1	$63K	Buy	198 +128	+183%	+$37.6K	﹤0.01%	1103
2022 Q4	$17K	Buy	70 +60	+600%	+$15.8K	﹤0.01%	1446
2022 Q3	$3K	Sell	10 -33	-77%	-$8.94K	﹤0.01%	1903
2022 Q2	$10K	Sell	43 -26	-38%	-$6.84K	﹤0.01%	1934
2022 Q1	$21K	Sell	69 -60	-47%	-$17.1K	﹤0.01%	1798
2021 Q4	$40K	Buy	129 +67	+108%	+$19.8K	﹤0.01%	1827
2021 Q3	$16K	Sell	62 -8	-11%	-$2.24K	﹤0.01%	1946
2021 Q2	$20K	Hold	70	–	–	﹤0.01%	1876
2021 Q1	$18K	Buy	+70	New	+$17.3K	﹤0.01%	2201

Other funds holding WSO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return