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Watsco, Incorporated shares owned by Fulcrum Capital

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Fulcrum Capital from 13F filings

Historical chart of Fulcrum Capital investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Fulcrum Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Fulcrum Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 766 404.30
2025-06-30 $296k 671 441.62
2025-03-31 $341k 671 508.30
2024-12-31 $318k 671 473.89
2024-09-30 $305k 619 491.88
2024-06-30 $287k 619 463.24
2024-03-31 $267k 619 431.97
2023-12-31 $265k 619 428.47
2023-09-30 $220k 581 377.72