Watsco, Incorporated shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 761 | 404.30 |
| 2025-06-30 | $336k | 761 | 441.62 |
| 2025-03-31 | $387k | 761 | 508.30 |
| 2024-12-31 | $361k | 761 | 473.89 |
| 2024-09-30 | $374k | 761 | 491.88 |
| 2024-06-30 | $353k | 761 | 463.24 |
| 2024-03-31 | $329k | 761 | 431.97 |
| 2023-12-31 | $326k | 761 | 428.47 |
| 2023-09-30 | $287k | 761 | 377.72 |
| 2023-06-30 | $276k | 724 | 381.47 |
| 2023-03-31 | $202k | 635 | 318.16 |