Boreal Capital Management LLC's ownership history for WSO

Boreal Capital Management LLC currently holds 1.5K shares with a market value of $509.8K. It started holding WSO on 2025-06-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $535.3K on 2025-09-30. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $485.8K on 2025-06-30. In the recent 180 days, Boreal Capital Management LLC has increased its shares by 413.