Watsco, Incorporated shares owned by Monte Financial Group
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in Watsco, Incorporated
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All positions including Watsco, Incorporated held by Monte Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 10k | 404.28 |
| 2025-06-30 | $4.5M | 10k | 441.63 |
| 2025-03-31 | $5.1M | 10k | 506.64 |
| 2024-12-31 | $4.7M | 10k | 473.90 |
| 2024-09-30 | $5.5M | 11k | 491.86 |
| 2024-06-30 | $5.2M | 11k | 463.24 |
| 2024-03-31 | $4.9M | 11k | 431.98 |
| 2023-12-31 | $5.2M | 12k | 428.46 |
| 2023-09-30 | $5.8M | 15k | 377.72 |
| 2023-06-30 | $6.3M | 17k | 381.47 |
| 2023-03-31 | $5.3M | 17k | 318.16 |
| 2022-12-31 | $2.9M | 12k | 249.40 |
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