Watsco, Incorporated shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO.B) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 553 | 400.64 |
| 2025-06-30 | $242k | 553 | 437.67 |
| 2025-03-31 | $280k | 553 | 505.99 |
| 2024-12-31 | $261k | 553 | 472.24 |
| 2024-09-30 | $270k | 553 | 488.99 |
| 2024-06-30 | $254k | 553 | 459.38 |
| 2024-03-31 | $305k | 712 | 428.17 |
| 2023-12-31 | $302k | 708 | 426.76 |
| 2023-09-30 | $266k | 708 | 375.70 |
| 2023-03-31 | $223k | 708 | 314.46 |