Watsco, Incorporated shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 7.0k | 473.89 |
| 2024-09-30 | $3.5M | 7.1k | 491.88 |
| 2024-06-30 | $3.2M | 6.8k | 463.24 |
| 2024-03-31 | $3.0M | 6.9k | 431.97 |
| 2023-12-31 | $3.2M | 7.5k | 428.47 |
| 2023-09-30 | $2.8M | 7.5k | 377.72 |
| 2023-06-30 | $3.2M | 8.3k | 381.47 |
| 2023-03-31 | $2.7M | 8.5k | 318.16 |
| 2022-12-31 | $2.4M | 8.6k | 274.00 |
| 2022-09-30 | $2.2M | 8.5k | 257.38 |
| 2022-06-30 | $2.1M | 8.8k | 238.73 |
| 2022-03-31 | $2.7M | 8.8k | 304.64 |
| 2021-12-31 | $2.8M | 8.8k | 312.91 |
| 2021-09-30 | $2.3M | 8.7k | 264.60 |
| 2021-06-30 | $2.6M | 8.9k | 286.65 |
| 2021-03-31 | $2.4M | 9.1k | 260.72 |
| 2020-12-31 | $2.1M | 9.1k | 226.55 |
| 2020-09-30 | $2.2M | 9.3k | 232.89 |
| 2020-06-30 | $1.7M | 9.5k | 177.69 |
| 2020-03-31 | $1.5M | 9.2k | 158.06 |
| 2019-12-31 | $1.7M | 9.2k | 180.19 |
| 2019-09-30 | $1.6M | 9.2k | 169.23 |
| 2019-06-30 | $1.5M | 9.4k | 163.55 |
| 2019-03-31 | $1.3M | 9.4k | 143.24 |
| 2018-12-31 | $1.3M | 9.5k | 139.11 |
| 2018-09-30 | $1.7M | 9.5k | 178.06 |
| 2018-06-30 | $1.7M | 9.5k | 178.27 |
| 2018-03-31 | $1.7M | 9.5k | 181.00 |
| 2017-12-31 | $1.5M | 9.1k | 170.07 |
| 2017-09-30 | $1.3M | 9.1k | 147.32 |
| 2017-06-30 | $1.4M | 9.1k | 154.24 |
| 2017-03-31 | $1.3M | 9.0k | 143.13 |
| 2016-12-31 | $1.2M | 7.9k | 148.18 |
| 2016-09-30 | $1.1M | 7.9k | 140.93 |
| 2016-06-30 | $574k | 4.1k | 140.76 |
| 2016-03-31 | $520k | 3.9k | 134.68 |
| 2015-12-31 | $452k | 3.9k | 117.07 |
| 2015-09-30 | $457k | 3.9k | 118.36 |
| 2015-06-30 | $508k | 4.1k | 123.66 |
| 2015-03-31 | $807k | 6.4k | 125.64 |
| 2014-12-31 | $679k | 6.4k | 106.93 |
| 2014-09-30 | $547k | 6.4k | 86.14 |
| 2014-06-30 | $664k | 6.5k | 102.82 |
| 2014-03-31 | $635k | 6.4k | 99.87 |
| 2013-12-31 | $622k | 6.5k | 96.06 |
| 2013-09-30 | $610k | 6.5k | 94.21 |
More positions owned by Summit Investment Advisors
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