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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Download as csvQuarterly reported holdings in Watsco, Incorporated by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 18k | 404.30 |
| 2025-06-30 | $8.3M | 19k | 441.67 |
| 2025-03-31 | $9.1M | 18k | 508.33 |
| 2024-12-31 | $8.3M | 18k | 473.89 |
| 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 |
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