WSO WATSCO INC COM

Ownership history in Advisory Services Network, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WATSCO INC COM (WSO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.0%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 542 -70 -11.4% 0.00% $219K $397.76
2025 Q2 ADDED 612 +17 +2.9% 0.00% $276K $431.72
2025 Q1 ADDED 595 +10 +1.7% 0.01% $302K $494.01
2024 Q4 ADDED 585 +2 +0.3% 0.01% $277K $458.04
2024 Q3 UNCHANGED 583 0% 0.01% $270K $472.82
2024 Q2 REDUCED 583 -56 -8.8% 0.01% $270K $442.90
2024 Q1 ADDED 639 +167 +35.4% 0.01% $276K $410.31
2023 Q4 REDUCED 472 -61 -11.4% 0.00% $202K $404.54
2023 Q3 ADDED 533 +127 +31.3% 0.01% $201K $354.34
2023 Q1 REDUCED 406 -2 -0.5% 0.00% $129K $294.18
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WSO price (monthly, adj. close)
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