WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,804 Value ($000) $2,966 Avg Close $357.07 Range $323.05 - $421.57
Q3 2025
Shares 6,441 Value ($000) $2,604 Avg Close $427.59 Range $378.35 - $494.94
Q2 2025
Shares 6,001 Value ($000) $2,650 Avg Close $463.89 Range $418.31 - $521.09
Q1 2025
Shares 6,907 Value ($000) $3,511 Avg Close $492.90 Range $457.76 - $535.40
Q4 2024
Shares 5,610 Value ($000) $2,659 Avg Close $506.45 Range $454.91 - $571.42
Q3 2024
Shares 5,212 Value ($000) $2,564 Avg Close $480.65 Range $439.08 - $520.41
Q2 2024
Shares 4,841 Value ($000) $2,243 Avg Close $457.10 Range $396.82 - $493.65
Q1 2024
Shares 4,432 Value ($000) $1,915 Avg Close $401.75 Range $373.33 - $441.29
Q4 2023
Shares 3,943 Value ($000) $1,690 Avg Close $387.45 Range $338.58 - $433.19
Q3 2023
Shares 3,698 Value ($000) $1,397 Avg Close $361.55 Range $337.58 - $386.40
Q2 2023
Shares 3,326 Value ($000) $1,269 Avg Close $339.09 Range $298.79 - $383.83
Q1 2023
Shares 3,245 Value ($000) $1,032 Avg Close $293.75 Range $251.49 - $343.85
Q4 2022
Shares 3,156 Value ($000) $787 Avg Close $262.94 Range $228.61 - $287.20
Q3 2022
Shares 3,567 Value ($000) $918 Avg Close $270.99 Range $230.00 - $306.61
Q2 2022
Shares 3,186 Value ($000) $761 Avg Close $263.17 Range $220.68 - $310.26
Q1 2022
Shares 2,980 Value ($000) $908 Avg Close $285.22 Range $252.50 - $316.05
Q4 2021
Shares 2,400 Value ($000) $751 Avg Close $296.23 Range $263.70 - $318.98
Q3 2021
Shares 2,323 Value ($000) $615 Avg Close $280.42 Range $264.62 - $296.68
Q2 2021
Shares 2,134 Value ($000) $612 Avg Close $286.30 Range $262.93 - $307.81
Q1 2021
Shares 2,172 Value ($000) $566 Avg Close $246.59 Range $224.25 - $266.07
Q4 2020
Shares 1,726 Value ($000) $391 Avg Close $229.84 Range $216.25 - $248.98
Q3 2020
Shares 1,538 Value ($000) $358 Avg Close $225.27 Range $176.40 - $249.30
Q2 2020
Shares 1,445 Value ($000) $257 Avg Close $165.49 Range $144.16 - $182.92
Q1 2020
Shares 1,336 Value ($000) $211 Avg Close $168.85 Range $132.97 - $186.87
Q4 2019
Shares 1,491 Value ($000) $269 Avg Close $175.89 Range $158.27 - $183.00
Q3 2019
Shares 1,246 Value ($000) $211 Avg Close $162.17 Range $153.12 - $170.57
Q2 2019
Shares 1,532 Value ($000) $251 Avg Close $157.07 Range $141.46 - $169.39
Q1 2019
Shares 1,439 Value ($000) $206 Avg Close $143.49 Range $136.35 - $153.49
Q3 2018
Shares 1,191 Value ($000) $212 Avg Close $176.68 Range $163.95 - $187.46
Q2 2018
Shares 1,160 Value ($000) $207 Avg Close $181.90 Range $164.19 - $192.94
Q1 2018
Shares 1,154 Value ($000) $209 Avg Close $173.34 Range $160.08 - $183.84
Q2 2017
Shares 1,039 Value ($000) $160 Avg Close $142.89 Range $134.08 - $158.17
Q1 2017
Shares 979 Value ($000) $140 Avg Close $149.72 Range $141.72 - $157.74
Q4 2016
Shares 965 Value ($000) $143 Avg Close $144.92 Range $128.60 - $159.55
Q3 2016
Shares 949 Value ($000) $134 Avg Close $143.26 Range $137.60 - $149.99
Q2 2016
Shares 966 Value ($000) $136 Avg Close $134.20 Range $127.66 - $140.69
Q1 2016
Shares 949 Value ($000) $128 Avg Close $121.32 Range $106.58 - $136.43
Q4 2015
Shares 100 Value ($000) $12 Avg Close $123.29 Range $110.17 - $133.09
Q3 2015
Shares 100 Value ($000) $12 Avg Close $124.67 Range $117.06 - $132.23
Q1 2015
Shares 100 Value ($000) $13 Avg Close $114.74 Range $102.99 - $125.97
Q4 2014
Shares 100 Value ($000) $11 Avg Close $99.34 Range $85.04 - $108.85
Q3 2014
Shares 14 Value ($000) $1 Avg Close $92.47 Range $84.28 - $105.19
Q2 2014
Shares 14 Value ($000) $1 Avg Close $101.18 Range $95.96 - $105.39