Watsco, Incorporated shares owned by Lee Financial
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 4.1k | 404.30 |
| 2025-06-30 | $1.8M | 4.2k | 441.62 |
| 2025-03-31 | $1.9M | 3.8k | 508.30 |
| 2024-12-31 | $2.0M | 4.2k | 473.89 |
| 2024-09-30 | $2.1M | 4.3k | 491.88 |
| 2024-06-30 | $2.0M | 4.4k | 463.24 |
| 2024-03-31 | $2.0M | 4.6k | 431.97 |
| 2023-12-31 | $2.0M | 4.7k | 428.48 |
| 2023-09-30 | $1.8M | 4.7k | 377.72 |
| 2023-06-30 | $1.9M | 5.0k | 381.48 |
| 2023-03-31 | $1.6M | 5.0k | 318.16 |
| 2022-12-31 | $1.4M | 5.8k | 249.40 |
| 2022-09-30 | $1.5M | 5.7k | 265.31 |
| 2022-06-30 | $1.3M | 5.6k | 238.80 |
| 2022-03-31 | $1.7M | 5.6k | 304.61 |
| 2021-12-31 | $1.7M | 5.6k | 312.87 |
| 2021-09-30 | $1.5M | 5.6k | 264.56 |
| 2021-06-30 | $2.0M | 7.1k | 286.62 |
| 2021-03-31 | $1.9M | 7.3k | 260.77 |
| 2020-12-31 | $1.7M | 7.6k | 226.53 |
| 2020-09-30 | $1.8M | 7.6k | 232.84 |
| 2020-06-30 | $1.4M | 7.6k | 177.71 |
| 2020-03-31 | $1.1M | 6.8k | 158.03 |
| 2019-12-31 | $1.2M | 6.8k | 180.18 |
| 2019-09-30 | $1.1M | 6.7k | 169.14 |
| 2019-06-30 | $1.1M | 6.7k | 163.58 |
| 2019-03-31 | $959k | 6.7k | 143.19 |
| 2018-12-31 | $929k | 6.7k | 139.09 |
| 2018-09-30 | $1.2M | 6.8k | 178.18 |
| 2018-06-30 | $1.2M | 6.8k | 178.20 |
| 2018-03-31 | $1.2M | 6.9k | 180.92 |
| 2017-12-31 | $1.2M | 6.9k | 170.02 |
| 2017-09-30 | $1.1M | 7.0k | 161.16 |
| 2017-06-30 | $1.1M | 7.2k | 154.17 |