Boston Private Wealth LLC
- SEC CIK
- 0001626116
- Latest filing
- Jul 17, 2026
WSO holding history
Watsco Inc in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WSO overviewAll 13F holders of WSOFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −466−100.0% | Sold out | Holders |
| Q1 2024 | 466 | $201.3K | <0.1% | −51−9.9% | Reduced | Holders |
| Q4 2023 | 517 | $221.6K | <0.1% | −58−10.1% | Reduced | Holders |
| Q3 2023 | 575 | $217.2K | <0.1% | −262−31.3% | Reduced | Holders |
| Q2 2023 | 837 | $319.3K | <0.1% | −79−8.6% | Reduced | Holders |
| Q1 2023 | 916 | $291.5K | <0.1% | −200−17.9% | Reduced | Holders |
| Q4 2022 | 1,116 | $278.3K | <0.1% | −232−17.2% | Reduced | Holders |
| Q3 2022 | 1,348 | $347.0K | <0.1% | +1,348 | New | Holders |