Watsco, Incorporated shares owned by Birch Capital Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Birch Capital Management
from 13F filings
Historical chart of Birch Capital Management investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by Birch Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Birch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.8k | 404.30 |
| 2025-06-30 | $1.7M | 3.8k | 441.62 |
| 2025-03-31 | $1.9M | 3.8k | 508.30 |
| 2024-12-31 | $1.9M | 3.9k | 473.89 |
| 2024-09-30 | $2.0M | 4.0k | 491.88 |
| 2024-06-30 | $1.9M | 4.0k | 463.24 |
| 2024-03-31 | $1.8M | 4.1k | 431.97 |
| 2023-12-31 | $1.6M | 3.7k | 428.47 |
| 2023-09-30 | $1.4M | 3.6k | 377.72 |
| 2023-06-30 | $1.4M | 3.6k | 381.47 |
| 2023-03-31 | $627k | 2.0k | 318.16 |
| 2022-12-31 | $392k | 1.6k | 249.40 |