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Watsco, Incorporated shares owned by Waldron

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

Historical chart of Waldron investment in Watsco, Incorporated

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Quarterly reported holdings in Watsco, Incorporated by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $266k 621 428.34
2023-09-30 $219k 582 376.29
2023-06-30 $222k 583 380.79
2019-06-30 $228k 1.4k 163.09
2017-03-31 $224k 1.6k 142.95

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iShares Russell 1000 Value Index (IWD)
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Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
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iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding Watsco, Incorporated

Vanguard Group
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Neuberger Berman Group
Wellington Management Company
Markel Corporation
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Davenport & Co
Raymond James & Associates
Baird Financial

View all funds holding Watsco, Incorporated