Watsco, Incorporated shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Watsco, Incorporated by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 11k | 357.89 |
| 2025-06-30 | $4.9M | 12k | 416.29 |
| 2025-03-31 | $6.0M | 12k | 508.30 |
| 2024-12-31 | $5.6M | 12k | 473.89 |
| 2024-09-30 | $5.6M | 12k | 491.88 |
| 2024-06-30 | $5.0M | 11k | 463.24 |
| 2024-03-31 | $4.9M | 11k | 456.08 |
| 2023-12-31 | $4.2M | 9.7k | 428.45 |
| 2023-09-30 | $3.5M | 9.4k | 377.71 |
| 2023-06-30 | $3.3M | 8.7k | 381.48 |
| 2023-03-31 | $2.7M | 8.5k | 318.15 |
| 2022-12-31 | $1.9M | 7.7k | 249.41 |
| 2022-09-30 | $2.0M | 7.8k | 257.44 |
| 2022-06-30 | $1.8M | 7.5k | 238.78 |