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Watsco, Incorporated shares owned by Impact Partnership Wealth

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Impact Partnership Wealth from 13F filings

Historical chart of Impact Partnership Wealth investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 807 491.89
2024-03-31 $213k 494 431.97
2023-12-31 $5.6k 13 428.46
2023-09-30 $181k 480 377.71
2023-06-30 $3.4k 9 381.44

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Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
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Spdr Gold Tr Gold Shs (GLD)
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Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

Top funds holding Watsco, Incorporated

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Charles Schwab Investment Management
Baillie Gifford & Co
State Street Corporation
William Blair $ Company
Geode Capital Management
Capital World Investors
Morgan Stanley
Neuberger Berman Group
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Watsco, Incorporated