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Watsco, Incorporated shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $316k 781 404.31
2025-06-30 $622k 1.4k 442.00
2025-03-31 $1.1M 2.2k 508.31
2024-12-31 $5.5M 12k 473.89
2024-09-30 $5.1M 10k 491.88
2024-06-30 $4.3M 9.4k 463.24
2024-03-31 $4.0M 9.2k 431.97
2023-12-31 $3.2M 7.6k 428.47
2023-09-30 $2.6M 6.8k 377.72
2023-06-30 $2.3M 5.9k 381.47
2022-03-31 $1.7M 5.7k 304.58
2021-12-31 $903k 2.9k 313.22