WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 67 Value ($000) $23 Avg Close $357.07 Range $323.05 - $421.57
Q3 2025
Shares 53 Value ($000) $21 Avg Close $427.59 Range $378.35 - $494.94
Q2 2025
Shares 53 Value ($000) $23 Avg Close $463.89 Range $418.31 - $521.09
Q1 2025
Shares 33 Value ($000) $17 Avg Close $492.90 Range $457.76 - $535.40
Q4 2024
Shares 33 Value ($000) $16 Avg Close $506.45 Range $454.91 - $571.42
Q3 2024
Shares 84 Value ($000) $41 Avg Close $480.65 Range $439.08 - $520.41
Q2 2024
Shares 84 Value ($000) $39 Avg Close $457.10 Range $396.82 - $493.65
Q1 2024
Shares 104 Value ($000) $45 Avg Close $401.75 Range $373.33 - $441.29
Q4 2023
Shares 94 Value ($000) $40 Avg Close $387.45 Range $338.58 - $433.19
Q3 2023
Shares 117 Value ($000) $44 Avg Close $361.55 Range $337.58 - $386.40
Q2 2023
Shares 140 Value ($000) $53 Avg Close $339.09 Range $298.79 - $383.83
Q1 2023
Shares 108 Value ($000) $34 Avg Close $293.75 Range $251.49 - $343.85
Q4 2022
Shares 104 Value ($000) $26 Avg Close $262.94 Range $228.61 - $287.20
Q3 2022
Shares 104 Value ($000) $27 Avg Close $270.99 Range $230.00 - $306.61
Q2 2022
Shares 104 Value ($000) $25 Avg Close $263.17 Range $220.68 - $310.26
Q1 2022
Shares 104 Value ($000) $32 Avg Close $285.22 Range $252.50 - $316.05
Q2 2021
Shares 104 Value ($000) $30 Avg Close $286.30 Range $262.93 - $307.81
Q1 2021
Shares 104 Value ($000) $27 Avg Close $246.59 Range $224.25 - $266.07
Q4 2020
Shares 104 Value ($000) $24 Avg Close $229.84 Range $216.25 - $248.98