Heartland Advisors »

Watsco, Incorporated shares owned by Heartland Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Heartland Advisors from 13F filings

Historical chart of Heartland Advisors investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Heartland Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Watsco, Incorporated by Heartland Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 33k 431.97
2023-12-31 $11M 25k 428.47
2023-09-30 $11M 29k 377.72
2023-06-30 $11M 29k 381.47
2023-03-31 $11M 34k 318.16
2022-12-31 $11M 42k 249.40
2022-09-30 $7.1M 28k 257.48
2022-06-30 $3.7M 16k 238.80