Back to WSO-B
Crown Oak Advisors, LLC → WSO-B
Crown Oak Advisors, LLC WSO-B Position History
Watsco, Inc.
Quarters held
5
Latest value
$9.1M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.6M |
| Q4 2025 | $9M |
| Q1 2026 | $9.9M |
| Q2 2026 | $12.2M |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 30.2K | — | — |
| Q2 2026 | $12.2M | 29.3K | — | — |
| Q1 2026 | $9.9M | 27.1K | — | — |
| Q4 2025 | $9M | 26.7K | — | — |
| Q3 2025 | $10.6M | 23.9K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M