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Watsco, Incorporated shares owned by Icon Wealth Partners

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Icon Wealth Partners from 13F filings

Historical chart of Icon Wealth Partners investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $510k 1.4k 377.64
2023-06-30 $527k 1.4k 381.37
2023-03-31 $510k 1.6k 318.06
2022-06-30 $437k 1.8k 238.80
2022-03-31 $691k 2.3k 304.81
2021-12-31 $812k 2.6k 313.03
2021-09-30 $653k 2.5k 264.48
2021-06-30 $672k 2.3k 286.45
2021-03-31 $531k 2.0k 260.68
2020-12-31 $365k 1.6k 226.71
2020-09-30 $296k 1.3k 232.52
2019-03-31 $24k 168 142.86
2018-06-30 $31k 176 176.14
2017-12-31 $30k 176 170.45