SIMON QUICK ADVISORS, LLC's ownership history for WSO

SIMON QUICK ADVISORS, LLC currently holds 923 shares with a market value of $335.8K. It started holding WSO on 2024-09-30. At its peak, it held 1.0K shares on 2025-06-30. Its highest holding value was $457.6K on 2025-03-31. At its lowest, it held 699 shares on 2024-09-30, with a value of $335.8K on 2026-03-31. In the recent 180 days, SIMON QUICK ADVISORS, LLC has increased its shares by 23. In the recent year, SIMON QUICK ADVISORS, LLC has increased its shares by 224.