WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q2 2025
Shares 592 Value ($000) $261 Avg Close $463.89 Range $418.31 - $521.09
Q1 2025
Shares 1,221 Value ($000) $620 Avg Close $492.90 Range $457.76 - $535.40
Q4 2024
Shares 1,832 Value ($000) $868 Avg Close $506.45 Range $454.91 - $571.42
Q3 2024
Shares 3,152 Value ($000) $1,550 Avg Close $480.65 Range $439.08 - $520.41
Q2 2024
Shares 1,438 Value ($000) $666 Avg Close $457.10 Range $396.82 - $493.65
Q1 2024
Shares 1,628 Value ($000) $703 Avg Close $401.75 Range $373.33 - $441.29
Q4 2023
Shares 1,317 Value ($000) $564 Avg Close $387.45 Range $338.58 - $433.19
Q3 2023
Shares 1,250 Value ($000) $472 Avg Close $361.55 Range $337.58 - $386.40
Q2 2023
Shares 1,276 Value ($000) $487 Avg Close $339.09 Range $298.79 - $383.83
Q1 2023
Shares 1,614 Value ($000) $1 Avg Close $293.75 Range $251.49 - $343.85
Q4 2022
Shares 1,450 Value ($000) $0 Avg Close $262.94 Range $228.61 - $287.20
Q3 2022
Shares 1,341 Value ($000) $345 Avg Close $270.99 Range $230.00 - $306.61
Q2 2022
Shares 1,338 Value ($000) $319 Avg Close $263.17 Range $220.68 - $310.26
Q1 2022
Shares 1,173 Value ($000) $357 Avg Close $285.22 Range $252.50 - $316.05
Q4 2021
Shares 970 Value ($000) $303 Avg Close $296.23 Range $263.70 - $318.98
Q3 2021
Shares 806 Value ($000) $213 Avg Close $280.42 Range $264.62 - $296.68