SWP
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Strategic Wealth Partners’s Watsco Inc WSO Stock Holding History

Strategic Wealth Partners’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 		$6.39K Buy
18
+2
+13% +$775 ﹤0.01% 989
2025
Q4 		$5.39K Hold
16
– – ﹤0.01% 1036
2025
Q3 		$6.47K Hold
16
– – ﹤0.01% 996
2025
Q2 		$7.07K Buy
+16
New +$7.42K ﹤0.01% 846
2019
Q2 		– Sell
-15
Closed -$2K – 832
2019
Q1 		$2K Buy
+15
New +$2.15K ﹤0.01% 730

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