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Watsco, Incorporated shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 555 432.24
2023-12-31 $237k 552 429.35
2023-09-30 $211k 559 377.46
2023-06-30 $212k 555 381.98
2023-03-31 $175k 551 317.60

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tradition Wealth Management

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