Watsco, Incorporated shares owned by Stifel Financial
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $47M | 100k | 463.24 |
| 2024-03-31 | $44M | 101k | 431.97 |
| 2023-12-31 | $29M | 68k | 428.47 |
| 2023-09-30 | $26M | 68k | 377.71 |
| 2023-06-30 | $26M | 67k | 381.47 |
| 2023-03-31 | $22M | 69k | 318.15 |
| 2022-12-31 | $16M | 65k | 249.40 |
| 2022-09-30 | $18M | 69k | 257.81 |
| 2022-06-30 | $17M | 71k | 242.19 |
| 2022-03-31 | $9.0M | 30k | 304.69 |
| 2021-12-31 | $9.2M | 30k | 308.41 |
| 2021-09-30 | $8.2M | 31k | 261.68 |
| 2021-06-30 | $8.9M | 32k | 283.02 |
| 2021-03-31 | $7.8M | 30k | 260.42 |
| 2020-12-31 | $6.5M | 29k | 227.85 |
| 2020-09-30 | $6.2M | 27k | 233.33 |
| 2020-06-30 | $4.3M | 24k | 177.78 |
| 2020-03-31 | $3.8M | 25k | 155.56 |
| 2019-12-31 | $4.3M | 24k | 182.41 |
| 2019-09-30 | $3.1M | 18k | 169.38 |
| 2019-06-30 | $2.8M | 17k | 165.83 |
| 2019-03-31 | $2.3M | 16k | 142.86 |
| 2018-12-31 | $2.3M | 16k | 143.28 |
| 2018-09-30 | $2.9M | 16k | 177.71 |
| 2018-06-30 | $2.8M | 16k | 176.80 |
| 2018-03-31 | $2.8M | 16k | 180.33 |
| 2017-12-31 | $2.4M | 14k | 169.40 |
| 2017-09-30 | $2.0M | 13k | 161.29 |
| 2017-06-30 | $1.6M | 11k | 153.62 |
| 2017-03-31 | $717k | 5.0k | 143.80 |
| 2016-12-31 | $835k | 5.6k | 148.10 |
| 2016-09-30 | $638k | 4.5k | 141.03 |
| 2016-06-30 | $537k | 3.8k | 140.83 |
| 2016-03-31 | $423k | 3.1k | 134.84 |