Watsco, Incorporated shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $442k | 953 | 463.48 |
| 2024-03-31 | $468k | 1.1k | 432.11 |
| 2023-12-31 | $478k | 1.1k | 428.53 |
| 2022-12-31 | $734k | 2.9k | 249.39 |
| 2022-09-30 | $334k | 1.3k | 257.72 |
| 2022-06-30 | $273k | 1.1k | 238.82 |
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