TWD
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True Wealth Design’s Watsco Inc WSO Stock Holding History

True Wealth Design’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 		$1.09K Buy
3
+1
+50% +$387 ﹤0.01% 1779
2025
Q4 		$674 Sell
2
-3
-60% -$1.07K ﹤0.01% 1850
2025
Q3 		$2.02K Buy
5
+1
+25% +$428 ﹤0.01% 1453
2025
Q2 		$1.77K Sell
4
-2
-33% -$928 ﹤0.01% 1231
2025
Q1 		$3.05K Buy
6
+3
+100% +$1.48K ﹤0.01% 852
2024
Q4 		$1.42K Hold
3
– – ﹤0.01% 824
2024
Q3 		$1.48K Hold
3
– – ﹤0.01% 868
2024
Q2 		$1.39K Buy
3
+1
+50% +$457 ﹤0.01% 440
2024
Q1 		$864 Buy
2
+1
+100% +$402 ﹤0.01% 498
2023
Q4 		$429 Hold
1
– – ﹤0.01% 506
2023
Q3 		$378 Hold
1
– – ﹤0.01% 493
2023
Q2 		$382 Hold
1
– – ﹤0.01% 515
2023
Q1 		$319 Hold
1
– – ﹤0.01% 639
2022
Q4 		$249 Buy
+1
New +$263 ﹤0.01% 623

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VCM
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return