Watsco, Incorporated shares owned by AE Wealth Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Watsco, Incorporated by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $13M | 27k | 491.88 |
2024-06-30 | $13M | 28k | 463.22 |
2024-03-31 | $15M | 36k | 417.08 |
2023-12-31 | $24M | 62k | 383.52 |
2023-09-30 | $27M | 71k | 377.72 |
2023-06-30 | $29M | 76k | 381.47 |
2023-03-31 | $16M | 49k | 318.16 |
2022-12-31 | $16M | 63k | 249.40 |
2022-09-30 | $12M | 46k | 257.45 |
2022-06-30 | $513k | 2.1k | 239.05 |