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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

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All positions including Watsco, Incorporated held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $60M 145k 416.73
2026-03-31 $52M 143k 363.79
2025-12-31 $46M 472k 97.68
2025-09-30 $63M 156k 404.30
2025-06-30 $131M 296k 441.64
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