Back to WSO-B
HARVEY INVESTMENT CO LLC → WSO-B
HARVEY INVESTMENT CO LLC WSO-B Position History
Watsco, Inc.
Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $671K |
| Q1 2026 | $649K |
| Q2 2026 | $786K |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 16.5K | — | — |
| Q2 2026 | $786K | 1.9K | — | — |
| Q1 2026 | $649K | 1.8K | — | — |
| Q4 2025 | $671K | 2.0K | — | — |
| Q3 2025 | $1.2M | 3.0K | — | — |
Other funds holding WSO-B
$1.8B
$1.6B
$1.3B
$1.1B
$986.2M
$921.1M
$629.3M