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Watsco, Incorporated shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $126M 257k 491.88
2024-06-30 $123M 266k 463.24
2024-03-31 $120M 278k 431.97
2023-09-30 $111M 293k 377.72
2023-06-30 $53M 139k 381.47
2023-03-31 $44M 137k 318.16
2022-12-31 $32M 127k 249.40
2022-09-30 $32M 123k 257.46
2022-06-30 $27M 114k 238.82
2022-03-31 $22M 74k 304.64
2021-12-31 $23M 73k 312.88
2021-09-30 $19M 70k 264.62
2021-06-30 $19M 68k 286.64
2021-03-31 $17M 64k 260.75
2020-12-31 $10M 46k 226.54
2020-09-30 $9.5M 41k 232.90
2020-06-30 $6.4M 36k 177.70
2020-03-31 $6.0M 38k 158.02
2019-12-31 $7.9M 44k 180.14
2019-09-30 $7.1M 42k 169.17
2019-06-30 $7.9M 48k 163.52
2019-03-31 $4.2M 29k 143.20
2018-12-31 $1.9M 14k 139.14
2018-06-30 $599k 3.4k 178.22
2018-03-31 $607k 3.4k 180.98
2017-12-31 $907k 5.3k 169.98
2017-09-30 $475k 3.0k 160.96
2017-06-30 $431k 2.8k 153.49
2017-03-31 $253k 1.8k 143.18
2016-12-31 $506k 3.4k 147.56
2016-09-30 $813k 5.8k 140.85
2016-06-30 $465k 3.3k 140.78
2016-03-31 $414k 3.1k 134.68
2014-12-31 $28k 260 107.69
2014-09-30 $28k 320 87.50
2014-06-30 $37k 364 101.65
2014-03-31 $36k 364 98.90
2013-12-31 $34k 353 96.32
2013-09-30 $28k 301 93.02
2013-06-30 $26k 311 83.60