Watsco, Incorporated shares owned by Advisor OS
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 1.0k | 404.30 |
| 2025-06-30 | $451k | 1.0k | 441.62 |
| 2025-03-31 | $571k | 1.1k | 508.30 |
| 2024-12-31 | $555k | 1.2k | 473.88 |
| 2024-09-30 | $980k | 2.0k | 491.88 |
| 2024-06-30 | $1.3M | 2.9k | 463.24 |
| 2024-03-31 | $1.3M | 2.9k | 432.03 |
| 2023-12-31 | $1.1M | 2.5k | 428.46 |
| 2023-09-30 | $1.0M | 2.7k | 377.71 |
| 2023-06-30 | $1.0M | 2.7k | 381.47 |
| 2023-03-31 | $809k | 2.5k | 318.16 |
| 2022-12-31 | $609k | 2.4k | 249.42 |
| 2022-09-30 | $568k | 2.2k | 257.53 |
| 2022-06-30 | $537k | 2.3k | 235.77 |