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Watsco, Incorporated shares owned by Donaldson Capital Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Donaldson Capital Management from 13F filings

Historical chart of Donaldson Capital Management investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $703k 1.4k 491.88
2024-06-30 $719k 1.6k 463.24
2024-03-31 $1.2M 2.8k 431.97
2023-12-31 $1.2M 2.8k 428.47
2023-09-30 $1.1M 2.9k 377.71
2023-06-30 $978k 2.6k 381.42
2023-03-31 $869k 2.7k 318.21
2022-12-31 $576k 2.3k 249.42
2022-09-30 $574k 2.2k 257.51
2022-06-30 $554k 2.3k 238.59
2022-03-31 $612k 2.0k 304.63
2021-12-31 $598k 1.9k 312.76
2021-09-30 $438k 1.7k 264.65
2021-06-30 $492k 1.7k 286.88
2021-03-31 $444k 1.7k 260.72
2020-12-31 $395k 1.7k 226.75
2020-09-30 $586k 2.5k 233.00
2020-06-30 $546k 3.1k 177.73
2020-03-31 $496k 3.1k 158.06
2019-12-31 $525k 2.9k 180.29
2019-09-30 $431k 2.5k 169.09
2019-06-30 $325k 2.0k 163.56
2019-03-31 $250k 1.7k 143.27
2018-12-31 $227k 1.6k 139.26
2018-09-30 $313k 1.8k 177.84
2018-06-30 $311k 1.7k 178.22
2018-03-31 $255k 1.4k 180.85
2017-12-31 $274k 1.6k 170.19
2017-09-30 $227k 1.4k 160.99
2017-06-30 $351k 2.3k 154.29
2017-03-31 $587k 4.1k 143.17
2016-12-31 $2.6M 17k 148.14
2016-09-30 $2.6M 18k 140.89
2016-06-30 $2.4M 17k 140.67
2016-03-31 $2.1M 16k 134.73
2015-12-31 $1.6M 14k 117.12