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
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by Donaldson Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
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