TFC Financial Management’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442 Hold
1
﹤0.01% 711
2025
Q1
$509 Hold
1
﹤0.01% 642
2024
Q4
$474 Hold
1
﹤0.01% 666
2024
Q3
$492 Hold
1
﹤0.01% 669
2024
Q2
$464 Hold
1
﹤0.01% 645
2024
Q1
$432 Buy
+1
New +$432 ﹤0.01% 651