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Trinity Financial Advisors’s Watsco WSO Stock Holding History

Trinity Financial Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-452
Closed -$223K – 97
2025
Q1 		$223K Hold
452
– – 0.08% 82
2024
Q4 		$212K Hold
452
– – 0.08% 80
2024
Q3 		$209K Hold
452
– – 0.09% 80
2024
Q2 		$209K Buy
+452
New +$209K 0.09% 80