WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

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

Q3 2025

Shares 3,062 Value ($000) $1,238 Avg Close $427.59 Range $378.35 - $494.94

Q2 2025

Shares 2,911 Value ($000) $1,285 Avg Close $463.89 Range $418.31 - $521.09

Q1 2025

Shares 2,873 Value ($000) $1,282 Avg Close $492.90 Range $457.76 - $535.40

Q4 2024

Shares 2,745 Value ($000) $1,367 Avg Close $506.45 Range $454.91 - $571.42

Q3 2024

Shares 2,289 Value ($000) $1,125 Avg Close $480.65 Range $439.08 - $520.41

Q2 2024

Shares 2,169 Value ($000) $1,005 Avg Close $457.10 Range $396.82 - $493.65

Q1 2024

Shares 2,049 Value ($000) $885 Avg Close $401.75 Range $373.33 - $441.29

Q4 2023

Shares 2,000 Value ($000) $857 Avg Close $387.45 Range $338.58 - $433.19

Q3 2023

Shares 1,767 Value ($000) $667 Avg Close $361.55 Range $337.58 - $386.40

Q2 2023

Shares 1,510 Value ($000) $576 Avg Close $339.09 Range $298.79 - $383.83

Q1 2023

Shares 951 Value ($000) $303 Avg Close $293.75 Range $251.49 - $343.85

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	3,062	$1,238	$427.59	$378.35 - $494.94
Q2 2025	2,911	$1,285	$463.89	$418.31 - $521.09
Q1 2025	2,873	$1,282	$492.90	$457.76 - $535.40
Q4 2024	2,745	$1,367	$506.45	$454.91 - $571.42
Q3 2024	2,289	$1,125	$480.65	$439.08 - $520.41
Q2 2024	2,169	$1,005	$457.10	$396.82 - $493.65
Q1 2024	2,049	$885	$401.75	$373.33 - $441.29
Q4 2023	2,000	$857	$387.45	$338.58 - $433.19
Q3 2023	1,767	$667	$361.55	$337.58 - $386.40
Q2 2023	1,510	$576	$339.09	$298.79 - $383.83
Q1 2023	951	$303	$293.75	$251.49 - $343.85