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Watsco, Incorporated shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $74k 173 428.47
2023-09-30 $65k 173 377.72
2023-06-30 $161k 422 381.47
2023-03-31 $141k 442 318.16