Watsco, Incorporated shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 54k | 491.88 |
| 2024-06-30 | $26M | 55k | 463.24 |
| 2024-03-31 | $23M | 54k | 431.97 |
| 2023-12-31 | $24M | 56k | 428.47 |
| 2023-09-30 | $21M | 55k | 377.72 |
| 2023-06-30 | $21M | 55k | 381.47 |
| 2023-03-31 | $18M | 55k | 318.16 |
| 2022-12-31 | $14M | 55k | 249.40 |
| 2022-09-30 | $11M | 44k | 257.45 |
| 2022-06-30 | $1.3M | 5.3k | 238.77 |
| 2022-03-31 | $1.6M | 5.3k | 304.63 |
| 2021-12-31 | $2.9M | 9.3k | 312.86 |
| 2021-09-30 | $2.1M | 8.0k | 264.57 |
| 2021-06-30 | $2.3M | 8.2k | 286.69 |
| 2021-03-31 | $3.0M | 12k | 260.76 |
| 2020-12-31 | $5.1M | 23k | 226.56 |
| 2020-09-30 | $28M | 120k | 232.08 |
| 2020-06-30 | $25M | 141k | 177.97 |
| 2020-03-31 | $20M | 128k | 157.97 |
| 2019-12-31 | $19M | 106k | 179.31 |
| 2019-09-30 | $138k | 818 | 168.70 |
| 2019-06-30 | $134k | 820 | 163.41 |
| 2019-03-31 | $118k | 822 | 143.55 |
| 2018-12-31 | $72k | 516 | 139.53 |
| 2018-09-30 | $92k | 517 | 177.95 |
| 2018-06-30 | $93k | 524 | 177.48 |
| 2018-03-31 | $81k | 452 | 179.20 |
| 2017-12-31 | $87k | 509 | 170.92 |
More positions owned by Captrust Financial Advisors
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