Watsco, Incorporated shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 1.5k | 404.30 |
| 2025-06-30 | $654k | 1.5k | 441.62 |
| 2025-03-31 | $724k | 1.4k | 508.30 |
| 2024-12-31 | $669k | 1.4k | 473.89 |
| 2024-09-30 | $696k | 1.4k | 491.88 |
| 2024-06-30 | $656k | 1.4k | 463.24 |
| 2024-03-31 | $609k | 1.4k | 431.97 |
| 2023-12-31 | $598k | 1.4k | 428.47 |
| 2023-09-30 | $519k | 1.4k | 377.72 |
| 2023-06-30 | $525k | 1.4k | 381.47 |
| 2023-03-31 | $438k | 1.4k | 318.16 |
| 2022-12-31 | $343k | 1.4k | 249.40 |
| 2022-09-30 | $354k | 1.4k | 257.45 |
| 2022-06-30 | $328k | 1.4k | 238.55 |
| 2022-03-31 | $419k | 1.4k | 304.73 |
| 2021-12-31 | $431k | 1.4k | 313.00 |
| 2020-12-31 | $0 | 2 | 0.00 |
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