Watsco, Incorporated shares owned by LVW Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $591k | 1.5k | 404.30 |
| 2025-06-30 | $735k | 1.7k | 441.62 |
| 2025-03-31 | $927k | 1.8k | 508.30 |
| 2024-12-31 | $907k | 1.9k | 473.89 |
| 2024-09-30 | $947k | 1.9k | 491.88 |
| 2024-06-30 | $793k | 1.7k | 463.24 |
| 2024-03-31 | $662k | 1.5k | 431.97 |
| 2023-12-31 | $684k | 1.6k | 428.47 |
| 2023-09-30 | $601k | 1.6k | 377.72 |
| 2023-06-30 | $656k | 1.7k | 381.47 |
| 2023-03-31 | $552k | 1.7k | 318.16 |
| 2022-12-31 | $444k | 1.8k | 249.40 |
| 2022-09-30 | $489k | 1.9k | 257.50 |
| 2022-06-30 | $426k | 1.8k | 239.06 |