Watsco, Incorporated shares owned by Appleton Partners
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 6.7k | 404.26 |
| 2025-06-30 | $3.0M | 6.7k | 441.57 |
| 2025-03-31 | $3.5M | 6.8k | 508.23 |
| 2024-12-31 | $3.2M | 6.7k | 473.86 |
| 2024-09-30 | $3.3M | 6.8k | 491.95 |
| 2024-06-30 | $4.0M | 8.7k | 463.22 |
| 2024-03-31 | $4.1M | 9.6k | 431.98 |
| 2023-12-31 | $3.9M | 9.2k | 428.46 |
| 2023-09-30 | $4.0M | 11k | 377.74 |
| 2023-06-30 | $4.3M | 11k | 381.43 |
| 2023-03-31 | $3.8M | 12k | 318.20 |
| 2022-12-31 | $3.3M | 13k | 249.41 |
| 2022-09-30 | $4.4M | 17k | 257.47 |
| 2022-06-30 | $4.1M | 17k | 238.79 |
| 2022-03-31 | $5.0M | 16k | 304.61 |
| 2021-12-31 | $4.4M | 14k | 312.90 |
| 2021-09-30 | $2.9M | 11k | 264.67 |
| 2021-06-30 | $365k | 1.3k | 286.72 |