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Watsco, Incorporated shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Watsco, Incorporated by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 36k 417.08
2023-12-31 $24M 62k 383.52
2023-09-30 $27M 71k 377.72
2023-06-30 $29M 76k 381.47
2023-03-31 $16M 49k 318.16
2022-12-31 $16M 63k 249.40
2022-09-30 $12M 46k 257.45
2022-06-30 $513k 2.1k 239.05