Historical shareholding details of Williams Jones Wealth Management, LLC holdings in Watsco Inc. - Ordinary Shares - Class A (WSO)

Monthly changes of Williams Jones Wealth Management, LLC shareholding in Watsco Inc. - Ordinary Shares - Class A over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 Williams Jones Wealth Management, Llc 146,406 0.36%
Dec 31, 2024 Williams Jones Wealth Management, Llc 144,435 0.36%
Sep 30, 2024 Williams Jones Wealth Management, Llc 127,770 0.32%
Jun 30, 2024 Williams Jones Wealth Management, Llc 58,235 0.14%
Mar 31, 2024 Williams Jones Wealth Management, Llc 4,479 0.01%
Dec 31, 2023 Williams Jones Wealth Management, Llc 2,425 0.01%
Sep 30, 2023 Williams Jones Wealth Management, Llc 2,316 0.01%
Jun 30, 2023 Williams Jones Wealth Management, Llc 1,216 0.00%
Mar 31, 2023 Williams Jones Wealth Management, Llc 1,016 0.00%

View all ownership details of Watsco Inc. - Ordinary Shares - Class A