Watsco, Incorporated shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by TCI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Watsco, Incorporated by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 1.8k | 404.30 |
| 2025-06-30 | $793k | 1.8k | 441.62 |
| 2023-03-31 | $16k | 49 | 318.16 |
| 2022-12-31 | $12k | 48 | 249.40 |
| 2022-09-30 | $13k | 49 | 265.31 |
| 2022-06-30 | $14k | 59 | 237.29 |
| 2022-03-31 | $4.0k | 12 | 333.33 |
| 2021-12-31 | $4.0k | 12 | 333.33 |
| 2021-09-30 | $3.0k | 12 | 250.00 |
| 2021-06-30 | $3.0k | 12 | 250.00 |
| 2021-03-31 | $3.0k | 12 | 250.00 |
| 2020-12-31 | $3.0k | 12 | 250.00 |
| 2020-09-30 | $3.0k | 12 | 250.00 |
| 2020-06-30 | $2.0k | 12 | 166.67 |
| 2019-12-31 | $5.0k | 27 | 185.19 |
| 2019-09-30 | $4.0k | 24 | 166.67 |
| 2019-03-31 | $4.0k | 26 | 153.85 |
| 2018-12-31 | $4.0k | 26 | 153.85 |
| 2018-06-30 | $4.0k | 21 | 190.48 |
| 2018-03-31 | $4.0k | 21 | 190.48 |