Ownership history in Thrive Wealth Management, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC reported a position in WATSCO INC (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 654 | -117 | -15.2% | 0.04% | $264K | $397.76 |
| 2025 Q2 | ADDED | 771 | +46 | +6.3% | 0.05% | $340K | $431.72 |
| 2025 Q1 | ADDED | 725 | +107 | +17.3% | 0.07% | $369K | $494.01 |
| 2024 Q4 | REDUCED | 618 | -33 | -5.1% | 0.05% | $293K | $458.04 |
| 2024 Q3 | REDUCED | 651 | -12 | -1.8% | 0.06% | $320K | $472.82 |
| 2024 Q2 | ADDED | 663 | +62 | +10.3% | 0.06% | $307K | $442.90 |
| 2024 Q1 | ADDED | 601 | +40 | +7.1% | 0.05% | $260K | $410.31 |
| 2023 Q4 | ADDED | 561 | +16 | +2.9% | 0.05% | $240K | $404.54 |
| 2023 Q3 | REDUCED | 545 | -10 | -1.8% | 0.05% | $206K | $354.34 |
| 2023 Q2 | INITIATED | 555 | — | — | 0.05% | $212K | $355.48 |
As of 2025 Q4 — sorted by position size