Boston Financial Mangement LLC / WSO
Boston Financial Mangement LLC’s Watsco Inc Position
Does Boston Financial Mangement LLC own Watsco Inc (WSO)? Yes — 342.4K shares worth $162M (+4.90% of its 13F portfolio) as of Q4 2024, up from 341.3K shares the prior filed quarter.
Position Value
$162M
Q4 2024
Shares
342.4K
% of Portfolio
+4.90%
Quarters Held
25
currently held
Position History WSO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 342.4K | $162M | +4.90% |
| Q3 2024 | 341.3K | $168M | +5.00% |
| Q2 2024 | 346.8K | $161M | +5.11% |
| Q1 2024 | 349.5K | $151M | +4.80% |
| Q4 2023 | 347.9K | $149M | +5.04% |
| Q3 2023 | 353.7K | $134M | +5.00% |
| Q2 2023 | 356.5K | $136M | +4.92% |
| Q1 2023 | 358.2K | $114M | +4.46% |
| Q4 2022 | 361.8K | $90M | +3.63% |
| Q3 2022 | 362.8K | $93M | +4.06% |
| Q2 2022 | 360.6K | $86M | +3.71% |
| Q1 2022 | 360.0K | $110M | +4.17% |
| Q4 2021 | 356.1K | $111M | +4.05% |
| Q3 2021 | 356.4K | $94M | +3.84% |
| Q2 2021 | 351.1K | $101M | +4.07% |
| Q1 2021 | 356.8K | $93M | +4.09% |
| Q4 2020 | 355.0K | $80M | +3.65% |
| Q3 2020 | 350.6K | $82M | +3.97% |
| Q2 2020 | 348.5K | $62M | +3.33% |
| Q1 2020 | 285.2K | $45M | +2.90% |
| Q4 2019 | 223.7K | $40M | +2.21% |
| Q3 2019 | 220.3K | $37M | +2.12% |
| Q2 2019 | 219.8K | $36M | +2.08% |
| Q1 2019 | 214.4K | $31M | +1.87% |
| Q4 2018 | 185.1K | $26M | +1.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Financial Mangement LLC’s full portfolio or all institutional holders of WSO.