Back to WSO-B
Monte Financial Group, LLC → WSO-B
Monte Financial Group, LLC WSO-B Position History
Watsco, Inc.
Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q1 2026 | $4.3M |
| Q2 2026 | $3.9M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 12.3K | — | — |
| Q2 2026 | $3.9M | 12.5K | — | — |
| Q1 2026 | $4.3M | 11.7K | — | — |
| Q4 2025 | $3.4M | 10.1K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M