Financial Synergies Wealth Advisors »

Watsco, Incorporated shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 27 432.00
2023-12-31 $6.7k 27 249.41
2023-09-30 $10k 27 377.74
2023-06-30 $10k 27 381.48
2023-03-31 $14k 45 318.18
2022-12-31 $6.7k 27 249.41