Confluence Wealth Services »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
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

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Watsco, Incorporated

Vanguard Group
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Neuberger Berman Group
Wellington Management Company
Markel Corporation
Wells Fargo & Company
Mitsubishi UFJ Trust & Banking Corp
Jpmorgan Chase & Co
Barclays
Bank of New York Mellon
Davenport & Co
Raymond James & Associates
Baird Financial

View all funds holding Watsco, Incorporated