Watsco, Incorporated shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 698 | 404.30 |
| 2025-06-30 | $308k | 698 | 441.62 |
| 2025-03-31 | $422k | 831 | 508.30 |
| 2024-12-31 | $426k | 898 | 473.89 |
| 2024-09-30 | $444k | 902 | 491.88 |
| 2024-06-30 | $417k | 899 | 463.24 |
| 2024-03-31 | $402k | 931 | 431.97 |
| 2023-12-31 | $400k | 934 | 428.47 |
| 2023-09-30 | $353k | 934 | 377.72 |
| 2023-06-30 | $333k | 874 | 381.47 |
| 2023-03-31 | $276k | 868 | 318.16 |
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