Tompkins Financial’s Watsco WSO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$442K	Hold	1,000	–	–	0.04%	128
2025 Q1	$508K	Hold	1,000	–	–	0.05%	127
2024 Q4	$474K	Hold	1,000	–	–	0.04%	121
2024 Q3	$492K	Hold	1,000	–	–	0.05%	124
2024 Q2	$463K	Hold	1,000	–	–	0.05%	133
2024 Q1	$432K	Hold	1,000	–	–	0.05%	142
2023 Q4	$428K	Hold	1,000	–	–	0.05%	141
2023 Q3	$378K	Hold	1,000	–	–	0.06%	133
2023 Q2	$381K	Buy	+1,000	New	+$381K	0.06%	132
2019 Q2	–	Sell	-109	Closed	-$16K	–	404
2019 Q1	$16K	Hold	109	–	–	﹤0.01%	326
2018 Q4	$15K	Sell	109 -69	-39%	-$9.5K	﹤0.01%	317
2018 Q3	$32K	Sell	178 -77	-30%	-$13.8K	0.01%	282
2018 Q2	$45K	Hold	255	–	–	0.01%	262
2018 Q1	$46K	Buy	+255	New	+$46K	0.01%	255
2017 Q4	–	Sell	-40	Closed	-$6K	–	445
2017 Q3	$6K	Buy	+40	New	+$6K	﹤0.01%	358
2017 Q2	–	Sell	-110	Closed	-$16K	–	380
2017 Q1	$16K	Hold	110	–	–	﹤0.01%	293
2016 Q4	$16K	Hold	110	–	–	﹤0.01%	298
2016 Q3	$15K	Hold	110	–	–	﹤0.01%	297
2016 Q2	$15K	Buy	+110	New	+$15K	﹤0.01%	353