WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 972 Value ($000) $328 Avg Close $357.07 Range $323.05 - $421.57
Q3 2025
Shares 2,034 Value ($000) $823 Avg Close $427.59 Range $378.35 - $494.94
Q2 2025
Shares 1,780 Value ($000) $787 Avg Close $463.89 Range $418.31 - $521.09
Q1 2025
Shares 24,506 Value ($000) $12,455 Avg Close $492.90 Range $457.76 - $535.40
Q4 2024
Shares 24,931 Value ($000) $11,815 Avg Close $506.45 Range $454.91 - $571.42
Q3 2024
Shares 26,555 Value ($000) $13,061 Avg Close $480.65 Range $439.08 - $520.41
Q2 2024
Shares 28,443 Value ($000) $13,176 Avg Close $457.10 Range $396.82 - $493.65
Q1 2024
Shares 36,152 Value ($000) $15,617 Avg Close $401.75 Range $373.33 - $441.29
Q4 2023
Shares 61,596 Value ($000) $23,623 Avg Close $387.45 Range $338.58 - $433.19
Q3 2023
Shares 70,591 Value ($000) $26,664 Avg Close $361.55 Range $337.58 - $386.40
Q2 2023
Shares 75,958 Value ($000) $28,976 Avg Close $339.09 Range $298.79 - $383.83
Q1 2023
Shares 48,675 Value ($000) $15,487 Avg Close $293.75 Range $251.49 - $343.85
Q4 2022
Shares 62,945 Value ($000) $15,699 Avg Close $262.94 Range $228.61 - $287.20
Q3 2022
Shares 46,280 Value ($000) $11,915 Avg Close $270.99 Range $230.00 - $306.61
Q2 2022
Shares 2,146 Value ($000) $513 Avg Close $263.17 Range $220.68 - $310.26