Watsco, Incorporated shares owned by Wealth Alliance
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 2.0k | 404.33 |
| 2025-06-30 | $888k | 2.0k | 441.57 |
| 2025-03-31 | $1.0M | 2.0k | 508.42 |
| 2024-12-31 | $931k | 2.0k | 473.89 |
| 2024-09-30 | $982k | 2.0k | 491.90 |
| 2024-06-30 | $926k | 2.0k | 463.32 |
| 2024-03-31 | $971k | 2.2k | 432.00 |
| 2023-12-31 | $1.0M | 2.4k | 428.51 |
| 2023-09-30 | $917k | 2.4k | 377.72 |
| 2023-06-30 | $944k | 2.5k | 381.40 |
| 2023-03-31 | $805k | 2.5k | 318.21 |
| 2022-12-31 | $531k | 2.1k | 249.40 |
| 2022-09-30 | $642k | 2.5k | 257.43 |
| 2022-06-30 | $451k | 1.9k | 238.98 |
| 2022-03-31 | $521k | 1.7k | 304.81 |
| 2021-12-31 | $575k | 1.8k | 313.19 |
| 2021-09-30 | $501k | 1.9k | 264.66 |
| 2021-06-30 | $544k | 1.9k | 286.47 |
| 2021-03-31 | $513k | 2.0k | 260.54 |
| 2020-12-31 | $467k | 2.1k | 226.81 |
| 2020-09-30 | $469k | 2.0k | 232.75 |
| 2020-06-30 | $366k | 2.1k | 177.84 |
| 2020-03-31 | $316k | 2.0k | 158.24 |