Watsco, Incorporated shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $171k | 453 | 377.79 |
| 2023-06-30 | $173k | 453 | 381.54 |
| 2023-03-31 | $144k | 453 | 318.22 |
| 2022-12-31 | $160k | 643 | 249.43 |
| 2022-09-30 | $166k | 643 | 258.16 |
| 2022-06-30 | $154k | 643 | 239.50 |
| 2022-03-31 | $196k | 643 | 304.82 |
| 2021-12-31 | $201k | 643 | 312.92 |
| 2021-09-30 | $170k | 643 | 264.66 |
| 2021-06-30 | $184k | 643 | 286.68 |
| 2021-03-31 | $168k | 643 | 260.79 |
| 2020-12-31 | $146k | 643 | 227.06 |
| 2020-09-30 | $150k | 643 | 232.92 |
| 2020-06-30 | $114k | 5.1k | 22.27 |
| 2020-03-31 | $102k | 643 | 158.05 |
| 2019-12-31 | $116k | 645 | 180.17 |
| 2019-09-30 | $44k | 263 | 167.30 |
| 2019-06-30 | $43k | 263 | 163.59 |
| 2019-03-31 | $4.3k | 30 | 143.20 |
| 2018-12-31 | $4.0k | 30 | 133.33 |
| 2018-09-30 | $5.0k | 30 | 166.67 |