Watsco, Incorporated shares owned by Equitable Trust
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Equitable Trust
from 13F filings
Historical chart of Equitable Trust investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Equitable Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $971k | 2.4k | 404.30 |
| 2025-06-30 | $835k | 1.9k | 441.62 |
| 2025-03-31 | $608k | 1.2k | 508.30 |
| 2024-12-31 | $562k | 1.2k | 473.89 |
| 2024-09-30 | $574k | 1.2k | 491.88 |
| 2024-06-30 | $529k | 1.1k | 463.24 |
| 2024-03-31 | $641k | 1.5k | 431.97 |
| 2023-12-31 | $635k | 1.5k | 428.47 |
| 2023-09-30 | $567k | 1.5k | 377.72 |
| 2023-06-30 | $628k | 1.6k | 381.47 |
| 2023-03-31 | $549k | 1.7k | 318.16 |
| 2022-12-31 | $430k | 1.7k | 249.40 |
| 2019-12-31 | $203k | 1.1k | 180.44 |
| 2019-09-30 | $219k | 1.3k | 169.70 |
| 2018-09-30 | $444k | 2.5k | 178.06 |
| 2018-06-30 | $445k | 2.5k | 178.08 |