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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

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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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
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