Watsco, Incorporated shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $460k | 935 | 491.92 |
| 2024-06-30 | $375k | 868 | 431.81 |
| 2024-03-31 | $375k | 868 | 431.81 |
| 2023-12-31 | $486k | 1.1k | 428.56 |
| 2023-09-30 | $838k | 2.2k | 377.64 |
| 2023-06-30 | $603k | 1.6k | 381.54 |
| 2023-03-31 | $657k | 2.1k | 318.12 |
| 2022-12-31 | $411k | 1.6k | 249.43 |
| 2022-09-30 | $421k | 1.6k | 257.34 |
| 2022-06-30 | $387k | 1.6k | 238.45 |
| 2022-03-31 | $490k | 1.6k | 304.35 |
| 2021-12-31 | $420k | 1.6k | 264.48 |
| 2021-09-30 | $420k | 1.6k | 264.48 |
| 2021-06-30 | $452k | 1.6k | 286.62 |
| 2021-03-31 | $719k | 2.8k | 260.60 |
| 2020-12-31 | $621k | 2.7k | 226.73 |
| 2020-09-30 | $709k | 4.0k | 177.78 |
| 2020-06-30 | $709k | 4.0k | 177.78 |
| 2020-03-31 | $630k | 4.0k | 157.97 |
| 2019-12-31 | $718k | 4.0k | 180.04 |