Watsco, Incorporated shares owned by LPL Financial
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 23k | 491.88 |
| 2024-06-30 | $9.1M | 20k | 463.25 |
| 2024-03-31 | $7.9M | 18k | 431.97 |
| 2023-09-30 | $5.6M | 15k | 377.74 |
| 2023-06-30 | $5.1M | 14k | 381.48 |
| 2023-03-31 | $4.2M | 13k | 318.17 |
| 2022-12-31 | $2.7M | 11k | 249.41 |
| 2022-09-30 | $2.5M | 9.8k | 257.49 |
| 2022-06-30 | $2.1M | 8.9k | 238.82 |
| 2022-03-31 | $2.2M | 7.3k | 304.70 |
| 2021-12-31 | $2.1M | 6.6k | 312.85 |
| 2021-09-30 | $1.6M | 5.9k | 264.57 |
| 2021-06-30 | $1.6M | 5.5k | 286.65 |
| 2021-03-31 | $1.5M | 5.7k | 260.82 |
| 2020-12-31 | $1.1M | 5.0k | 226.57 |
| 2020-09-30 | $1.1M | 4.8k | 233.00 |
| 2020-06-30 | $841k | 4.7k | 177.80 |
| 2020-03-31 | $801k | 5.1k | 157.96 |
| 2019-12-31 | $847k | 4.7k | 180.17 |
| 2019-09-30 | $361k | 2.1k | 169.17 |
| 2019-06-30 | $296k | 1.8k | 163.54 |
| 2018-06-30 | $400k | 2.2k | 178.09 |
| 2018-03-31 | $409k | 2.3k | 180.89 |
| 2017-12-31 | $348k | 2.0k | 170.17 |
| 2017-09-30 | $324k | 2.0k | 160.87 |
| 2017-06-30 | $268k | 1.7k | 154.47 |
| 2017-03-31 | $249k | 1.7k | 143.52 |
| 2016-12-31 | $275k | 1.8k | 149.05 |
| 2016-09-30 | $289k | 2.1k | 140.63 |