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Watsco, Incorporated shares owned by Bedel Financial Consulting

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Bedel Financial Consulting from 13F filings

Historical chart of Bedel Financial Consulting investment in Watsco, Incorporated

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Quarterly reported holdings in Watsco, Incorporated by Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 500 431.97
2023-12-31 $214k 500 428.47
2022-03-31 $152k 500 304.00
2021-12-31 $156k 500 312.00
2021-09-30 $132k 500 264.00
2021-06-30 $143k 500 286.00
2021-03-31 $130k 500 260.00

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
FMR
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Wellington Management Company
Neuberger Berman Group
Geode Capital Management
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Barclays
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon

View all funds holding Watsco, Incorporated