Richardson Financial Services »

Watsco, Incorporated shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Richardson Financial Services 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 Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $106k 245 432.00
2023-12-31 $99k 230 428.47

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
FMR
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Wellington Management Company
Neuberger Berman Group
Geode Capital Management
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon
Davenport & Co

View all funds holding Watsco, Incorporated