Watsco, Incorporated shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 1.0k | 404.40 |
| 2025-06-30 | $545k | 1.1k | 501.83 |
| 2025-03-31 | $552k | 1.1k | 508.25 |
| 2024-12-31 | $425k | 898 | 473.77 |
| 2024-09-30 | $471k | 958 | 491.69 |
| 2024-06-30 | $442k | 953 | 463.48 |