Watsco, Incorporated shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.6k | 404.30 |
| 2025-06-30 | $1.1M | 2.6k | 441.62 |
| 2025-03-31 | $1.3M | 2.6k | 508.30 |
| 2024-12-31 | $1.2M | 2.6k | 473.89 |
| 2024-09-30 | $1.3M | 2.6k | 491.88 |
| 2024-06-30 | $1.2M | 2.5k | 463.24 |
| 2024-03-31 | $1.1M | 2.5k | 431.97 |
| 2023-12-31 | $1.1M | 2.5k | 428.47 |
| 2023-09-30 | $959k | 2.5k | 377.72 |
| 2023-06-30 | $969k | 2.5k | 381.47 |
| 2023-03-31 | $808k | 2.5k | 318.16 |
| 2022-12-31 | $634k | 2.5k | 249.40 |
| 2022-09-30 | $672k | 2.6k | 257.47 |
| 2022-06-30 | $623k | 2.6k | 238.70 |
| 2022-03-31 | $786k | 2.6k | 304.65 |
| 2021-12-31 | $782k | 2.5k | 312.80 |
| 2021-09-30 | $662k | 2.5k | 264.80 |
| 2021-06-30 | $717k | 2.5k | 286.80 |
| 2021-03-31 | $652k | 2.5k | 260.80 |
| 2020-12-31 | $566k | 2.5k | 226.40 |
More positions owned by Charter Oak Capital Management
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