Back to WSO-B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WSO-B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WSO-B Position History
Watsco, Inc.
Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.3M |
| Q4 2025 | $5M |
| Q1 2026 | $4M |
| Q2 2026 | $5.1M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 13.2K | — | — |
| Q2 2026 | $5.1M | 13.2K | — | — |
| Q1 2026 | $4M | 10.9K | — | — |
| Q4 2025 | $5M | 13.9K | — | — |
| Q3 2025 | $6.3M | 16.0K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M