Watsco, Incorporated shares owned by Oak Ridge Investments
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Oak Ridge Investments
from 13F filings
Historical chart of Oak Ridge Investments investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Oak Ridge Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $843k | 1.9k | 441.62 |
| 2025-03-31 | $967k | 1.9k | 508.30 |
| 2024-12-31 | $919k | 1.9k | 473.89 |
| 2024-09-30 | $952k | 1.9k | 491.88 |
| 2024-06-30 | $909k | 2.0k | 463.24 |
| 2024-03-31 | $811k | 1.9k | 431.97 |
| 2023-12-31 | $943k | 2.2k | 428.47 |
| 2023-09-30 | $793k | 2.1k | 377.72 |
| 2023-03-31 | $223k | 702 | 318.16 |
| 2022-12-31 | $201k | 807 | 249.40 |
| 2022-09-30 | $208k | 807 | 257.74 |
| 2022-03-31 | $238k | 782 | 304.35 |
| 2021-12-31 | $756k | 2.4k | 313.17 |
| 2021-09-30 | $760k | 2.9k | 264.77 |
| 2021-06-30 | $823k | 2.9k | 286.74 |
| 2021-03-31 | $4.0M | 15k | 260.73 |
| 2020-12-31 | $649k | 2.9k | 226.10 |
| 2020-09-30 | $669k | 2.9k | 233.30 |
| 2020-06-30 | $514k | 2.9k | 177.71 |
| 2019-03-31 | $16M | 109k | 143.21 |
| 2018-12-31 | $16M | 117k | 139.14 |
| 2018-09-30 | $22M | 125k | 178.10 |
| 2018-06-30 | $24M | 135k | 178.28 |
| 2018-03-31 | $26M | 144k | 180.97 |
| 2017-12-31 | $31M | 183k | 170.04 |
| 2017-09-30 | $43M | 267k | 161.07 |
| 2017-06-30 | $59M | 380k | 154.20 |
| 2017-03-31 | $63M | 437k | 143.18 |
| 2016-12-31 | $84M | 566k | 148.12 |
| 2016-09-30 | $93M | 663k | 140.87 |
| 2016-06-30 | $107M | 760k | 140.69 |
| 2016-03-31 | $110M | 812k | 134.74 |
| 2015-12-31 | $98M | 836k | 117.13 |
| 2015-09-30 | $99M | 838k | 118.48 |
| 2015-06-30 | $98M | 795k | 123.74 |
| 2015-03-31 | $97M | 768k | 125.70 |
| 2014-12-31 | $82M | 766k | 107.00 |
| 2014-09-30 | $66M | 762k | 86.18 |
| 2014-06-30 | $81M | 784k | 102.71 |
| 2014-03-31 | $78M | 780k | 99.91 |
| 2013-12-31 | $73M | 758k | 96.06 |
| 2013-09-30 | $71M | 755k | 94.27 |
| 2013-06-30 | $64M | 756k | 83.96 |
| 2013-03-31 | $48M | 573k | 84.18 |
| 2012-12-31 | $43M | 568k | 74.90 |
| 2012-09-30 | $40M | 530k | 75.79 |
| 2012-06-30 | $37M | 502k | 73.80 |