Monte Financial Group, LLC's ownership history for WSO

Monte Financial Group, LLC currently holds 10.3K shares with a market value of $4.1M. It started holding WSO on 2024-09-30. At its peak, it held 11.2K shares on 2024-09-30. Its highest holding value was $5.5M on 2024-09-30. At its lowest, it held 10.0K shares on 2024-12-31, with a value of $4.1M on 2025-09-30. In the recent 180 days, Monte Financial Group, LLC has increased its shares by 220. In the recent year, Monte Financial Group, LLC has decreased its shares by 911.