Watsco, Incorporated shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 53 | 404.30 |
| 2025-06-30 | $23k | 53 | 441.62 |
| 2025-03-31 | $17k | 33 | 508.30 |
| 2024-12-31 | $16k | 33 | 473.88 |
| 2024-09-30 | $41k | 84 | 491.88 |
| 2024-06-30 | $39k | 84 | 463.24 |
| 2024-03-31 | $45k | 104 | 431.97 |
| 2023-12-31 | $40k | 94 | 428.47 |
| 2023-09-30 | $44k | 117 | 377.72 |
| 2023-06-30 | $35k | 108 | 320.20 |
| 2023-03-31 | $34k | 108 | 318.16 |
| 2022-12-31 | $26k | 104 | 249.40 |
| 2022-09-30 | $27k | 104 | 259.62 |
| 2022-06-30 | $25k | 104 | 240.38 |
| 2022-03-31 | $32k | 104 | 307.69 |
| 2021-06-30 | $30k | 104 | 288.46 |
| 2021-03-31 | $27k | 104 | 259.62 |
| 2020-12-31 | $24k | 104 | 230.77 |