Watsco, Incorporated shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Watsco, Incorporated
Tip: Access up to 7 years of quarterly data
All positions including Watsco, Incorporated held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Watsco, Incorporated by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 2.1k | 473.95 |
| 2024-09-30 | $992k | 2.0k | 491.88 |
| 2024-06-30 | $931k | 2.0k | 463.18 |
| 2024-03-31 | $843k | 2.0k | 432.08 |
| 2023-12-31 | $786k | 1.8k | 428.53 |
| 2023-09-30 | $890k | 2.4k | 377.71 |
| 2023-06-30 | $885k | 2.3k | 381.42 |
| 2023-03-31 | $721k | 2.3k | 318.22 |
| 2022-12-31 | $567k | 2.3k | 249.42 |
| 2022-09-30 | $557k | 2.2k | 257.51 |
| 2022-06-30 | $485k | 2.0k | 238.80 |
| 2022-03-31 | $608k | 2.0k | 304.76 |
| 2021-12-31 | $610k | 2.0k | 312.66 |
| 2021-09-30 | $516k | 1.9k | 264.75 |
| 2021-06-30 | $541k | 1.9k | 286.85 |
| 2021-03-31 | $666k | 2.6k | 260.67 |
| 2020-12-31 | $632k | 2.5k | 248.43 |
| 2020-09-30 | $575k | 2.5k | 232.89 |
| 2020-06-30 | $431k | 2.4k | 177.51 |
| 2020-03-31 | $380k | 2.4k | 158.07 |
| 2019-12-31 | $382k | 2.1k | 179.93 |
| 2019-09-30 | $362k | 2.0k | 178.50 |
| 2019-06-30 | $294k | 1.8k | 163.52 |
| 2019-03-31 | $247k | 1.7k | 143.11 |