Watsco, Incorporated shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 9.5k | 403.33 |
| 2025-06-30 | $3.9M | 8.9k | 440.59 |
| 2025-03-31 | $3.7M | 7.2k | 508.30 |
| 2024-12-31 | $3.0M | 6.2k | 488.25 |
| 2024-09-30 | $3.5M | 7.0k | 492.32 |
| 2024-03-31 | $3.0M | 6.9k | 432.15 |
| 2023-12-31 | $8.1M | 19k | 428.93 |
| 2023-09-30 | $9.2M | 24k | 378.99 |
| 2023-06-30 | $10M | 26k | 383.10 |
| 2023-03-31 | $7.2M | 22k | 319.87 |
| 2022-12-31 | $5.3M | 20k | 260.87 |
| 2022-09-30 | $5.0M | 19k | 258.99 |
| 2022-06-30 | $3.1M | 13k | 241.38 |
| 2022-03-31 | $1.6M | 5.3k | 309.52 |
| 2021-12-31 | $1.5M | 4.9k | 312.50 |
| 2021-09-30 | $1.3M | 4.7k | 285.71 |
| 2021-06-30 | $1.2M | 4.2k | 291.67 |
| 2021-03-31 | $1.0M | 3.8k | 269.23 |
| 2020-12-31 | $745k | 3.2k | 230.77 |
| 2020-09-30 | $660k | 2.7k | 244.44 |
| 2020-06-30 | $452k | 2.6k | 173.08 |
| 2020-03-31 | $486k | 2.7k | 180.00 |