Watsco, Incorporated shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2k | 8 | 397.75 |
| 2025-06-30 | $3.5k | 8 | 431.63 |
| 2025-03-31 | $3.9k | 8 | 493.50 |
| 2024-12-31 | $58k | 123 | 473.89 |
| 2024-09-30 | $61k | 123 | 491.88 |
| 2024-06-30 | $80k | 173 | 463.24 |
| 2024-03-31 | $226k | 523 | 431.98 |
| 2023-12-31 | $280k | 654 | 428.15 |
| 2023-09-30 | $241k | 637 | 377.97 |
| 2023-06-30 | $267k | 699 | 381.66 |
| 2023-03-31 | $259k | 815 | 318.27 |
| 2022-12-31 | $273k | 1.1k | 249.44 |