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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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All positions including Watsco, Incorporated held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Appleton Partners

Quarter filed Position value Share count Share price at filing
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