WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

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

Q4 2025
Shares 30 Value ($000) $10 Avg Close $357.07 Range $323.05 - $421.57
Q3 2025
Shares 39 Value ($000) $16 Avg Close $427.59 Range $378.35 - $494.94
Q2 2025
Shares 237 Value ($000) $105 Avg Close $463.89 Range $418.31 - $521.09
Q1 2025
Shares 1,360 Value ($000) $691 Avg Close $492.90 Range $457.76 - $535.40
Q4 2024
Shares 614 Value ($000) $291 Avg Close $506.45 Range $454.91 - $571.42
Q3 2024
Shares 609 Value ($000) $299 Avg Close $480.65 Range $439.08 - $520.41
Q2 2024
Shares 381 Value ($000) $176 Avg Close $457.10 Range $396.82 - $493.65
Q1 2024
Shares 373 Value ($000) $161 Avg Close $401.75 Range $373.33 - $441.29
Q4 2023
Shares 407 Value ($000) $174 Avg Close $387.45 Range $338.58 - $433.19
Q3 2023
Shares 548 Value ($000) $207 Avg Close $361.55 Range $337.58 - $386.40
Q2 2023
Shares 503 Value ($000) $192 Avg Close $339.09 Range $298.79 - $383.83
Q1 2023
Shares 411 Value ($000) $131 Avg Close $293.75 Range $251.49 - $343.85
Q4 2022
Shares 319 Value ($000) $80 Avg Close $262.94 Range $228.61 - $287.20
Q3 2022
Shares 248 Value ($000) $63 Avg Close $270.99 Range $230.00 - $306.61
Q4 2021
Shares 29 Value ($000) $9 Avg Close $296.23 Range $263.70 - $318.98
Q3 2021
Shares 21 Value ($000) $5 Avg Close $280.42 Range $264.62 - $296.68
Q2 2021
Shares 10 Value ($000) $2 Avg Close $286.30 Range $262.93 - $307.81
Q1 2021
Shares 244 Value ($000) $71 Avg Close $246.59 Range $224.25 - $266.07
Q4 2020
Shares 244 Value ($000) $37 Avg Close $229.84 Range $216.25 - $248.98
Q3 2020
Shares 144 Value ($000) $33 Avg Close $225.27 Range $176.40 - $249.30
Q2 2020
Shares 144 Value ($000) $24 Avg Close $165.49 Range $144.16 - $182.92
Q1 2020
Shares 10 Value ($000) $1 Avg Close $168.85 Range $132.97 - $186.87
Q4 2019
Shares 210 Value ($000) $37 Avg Close $175.89 Range $158.27 - $183.00
Q3 2019
Shares 170 Value ($000) $28 Avg Close $162.17 Range $153.12 - $170.57
Q2 2019
Shares 228 Value ($000) $37 Avg Close $157.07 Range $141.46 - $169.39
Q1 2019
Shares 10 Value ($000) $1 Avg Close $143.49 Range $136.35 - $153.49
Q4 2018
Shares 10 Value ($000) $1 Avg Close $152.42 Range $131.88 - $179.17