Watsco, Incorporated shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 2.3k | 491.68 |
| 2024-06-30 | $1.0M | 2.2k | 463.19 |
| 2024-03-31 | $885k | 2.0k | 431.87 |
| 2023-12-31 | $857k | 2.0k | 428.55 |
| 2023-09-30 | $667k | 1.8k | 377.72 |
| 2023-06-30 | $576k | 1.5k | 381.47 |
| 2023-03-31 | $303k | 951 | 318.16 |
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