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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

WSO holding history

Watsco Inc in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2021
Holdings of WSO by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−3,302−100.0%Sold outHolders
Q3 20213,302$874.0K0.3%+76+2.4%AddedHolders
Q2 20213,226$925.0K0.3%+3,226NewHolders