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Watsco, Incorporated shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Watsco, Incorporated

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

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Quarterly reported holdings in Watsco, Incorporated by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 18k 491.88
2024-06-30 $8.2M 18k 463.25
2024-03-31 $8.1M 19k 431.97
2023-12-31 $8.1M 19k 428.44
2023-09-30 $7.3M 19k 377.72
2023-06-30 $7.3M 19k 381.47
2023-03-31 $7.0M 22k 318.16
2022-12-31 $5.3M 21k 249.40
2022-09-30 $6.0M 23k 257.45
2022-06-30 $5.4M 23k 238.80
2022-03-31 $6.5M 21k 304.63
2021-12-31 $3.5M 11k 312.76
2020-12-31 $1.9M 8.6k 226.58
2020-09-30 $2.0M 8.6k 232.90
2020-06-30 $4.3M 24k 177.85
2020-03-31 $3.8M 24k 157.02
2019-12-31 $4.8M 27k 178.57