Watsco, Incorporated shares owned by Coldstream Capital Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Coldstream Capital Management
from 13F filings
Historical chart of Coldstream Capital Management investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Coldstream Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 5.6k | 404.27 |
| 2025-06-30 | $2.3M | 5.3k | 441.65 |
| 2025-03-31 | $2.7M | 5.4k | 508.31 |
| 2024-12-31 | $2.7M | 5.7k | 473.88 |
| 2024-09-30 | $2.7M | 5.4k | 492.19 |
| 2024-06-30 | $2.4M | 5.2k | 463.27 |
| 2024-03-31 | $2.2M | 5.2k | 431.98 |
| 2023-12-31 | $2.7M | 6.4k | 428.45 |
| 2023-09-30 | $2.4M | 6.4k | 377.74 |
| 2023-06-30 | $2.5M | 6.4k | 381.48 |
| 2023-03-31 | $2.1M | 6.5k | 318.16 |
| 2022-12-31 | $1.6M | 6.3k | 249.39 |
| 2022-06-30 | $1.5M | 6.2k | 238.78 |
| 2022-03-31 | $1.8M | 6.0k | 304.69 |
| 2021-12-31 | $2.6M | 8.3k | 312.88 |
| 2021-09-30 | $1.2M | 5.1k | 232.80 |
| 2021-06-30 | $2.7M | 9.6k | 286.62 |
| 2021-03-31 | $1.2M | 4.8k | 260.79 |
| 2020-12-31 | $958k | 4.2k | 226.42 |
| 2020-09-30 | $1.1M | 4.9k | 232.73 |
| 2020-06-30 | $884k | 5.0k | 177.62 |
| 2017-03-31 | $597k | 4.2k | 143.13 |
| 2016-12-31 | $569k | 3.8k | 148.14 |
| 2016-09-30 | $372k | 2.6k | 141.02 |
| 2016-06-30 | $789k | 5.6k | 140.74 |
| 2016-03-31 | $327k | 2.4k | 134.62 |
| 2015-12-31 | $253k | 2.2k | 117.24 |
| 2015-09-30 | $201k | 1.7k | 118.51 |
More positions owned by Coldstream Capital Management
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