Watsco, Incorporated shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 295 | 404.30 |
| 2025-06-30 | $130k | 295 | 441.62 |
| 2025-03-31 | $150k | 295 | 508.30 |
| 2024-12-31 | $140k | 295 | 473.89 |
| 2024-09-30 | $145k | 295 | 491.88 |
| 2024-06-30 | $141k | 305 | 463.24 |
| 2024-03-31 | $132k | 305 | 431.97 |
| 2023-12-31 | $131k | 305 | 428.47 |
| 2023-09-30 | $115k | 305 | 377.72 |
| 2023-06-30 | $116k | 305 | 381.47 |
| 2023-03-31 | $97k | 305 | 318.16 |
| 2022-12-31 | $79k | 315 | 249.40 |
| 2022-09-30 | $91k | 353 | 257.79 |
| 2022-03-31 | $9.0k | 30 | 300.00 |