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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

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All positions including Watsco, Incorporated held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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