Watsco, Incorporated shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Watsco, Incorporated
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All positions including Watsco, Incorporated held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 633 | 404.58 |
| 2025-06-30 | $234k | 530 | 441.95 |
| 2025-03-31 | $275k | 541 | 508.63 |
| 2024-12-31 | $248k | 522 | 474.16 |
| 2024-09-30 | $777k | 1.6k | 492.12 |
| 2024-06-30 | $747k | 1.6k | 463.43 |
| 2024-03-31 | $703k | 1.6k | 431.97 |
| 2023-12-31 | $662k | 1.5k | 428.59 |
| 2023-09-30 | $408k | 1.1k | 377.72 |
| 2023-06-30 | $391k | 1.0k | 381.47 |
| 2023-03-31 | $283k | 890 | 318.16 |
| 2022-12-31 | $203k | 814 | 249.40 |
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