Trivium Point Advisory’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
2025
Q1
$502K Sell
2024
Q4
$508K Buy
2024
Q3
$577K Sell
2024
Q2
$518K Sell
2024
Q1
$486K Sell
2023
Q4
$497K Buy