Captrust Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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