Watsco, Incorporated shares owned by CI Private Wealth
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 156k | 404.30 |
| 2025-06-30 | $66M | 150k | 441.45 |
| 2025-03-31 | $73M | 144k | 508.30 |
| 2024-12-31 | $75M | 158k | 473.89 |
| 2024-09-30 | $81M | 165k | 491.88 |
| 2024-06-30 | $75M | 161k | 463.24 |
| 2024-03-31 | $72M | 167k | 431.97 |
| 2023-12-31 | $71M | 166k | 428.47 |
| 2023-09-30 | $63M | 165k | 377.72 |
| 2023-06-30 | $60M | 157k | 381.47 |
| 2023-03-31 | $49M | 155k | 318.16 |
| 2022-12-31 | $380k | 1.5k | 249.40 |