Watsco, Incorporated shares owned by Capital Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 63k | 404.30 |
| 2025-06-30 | $27M | 61k | 441.62 |
| 2025-03-31 | $31M | 60k | 508.30 |
| 2024-12-31 | $28M | 59k | 473.89 |
| 2024-09-30 | $29M | 60k | 491.88 |
| 2024-06-30 | $28M | 60k | 463.24 |
| 2024-03-31 | $45M | 103k | 431.97 |
| 2023-12-31 | $37M | 85k | 428.47 |
| 2023-09-30 | $32M | 85k | 377.72 |
| 2023-06-30 | $39M | 101k | 381.47 |
| 2023-03-31 | $31M | 99k | 318.16 |
| 2022-12-31 | $24M | 97k | 249.40 |
| 2022-09-30 | $23M | 97k | 241.47 |
| 2022-06-30 | $25M | 107k | 238.82 |
| 2022-03-31 | $29M | 96k | 304.64 |
| 2021-12-31 | $30M | 94k | 312.88 |
| 2021-09-30 | $25M | 93k | 264.62 |
| 2021-06-30 | $26M | 92k | 286.64 |
| 2021-03-31 | $23M | 89k | 260.75 |
| 2020-12-31 | $20M | 87k | 226.55 |
| 2020-09-30 | $27M | 117k | 232.89 |
| 2020-06-30 | $27M | 116k | 233.58 |