WATSCO INC

Ticker: WSO CUSIP: 942622200 Class: Com

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 924 Value ($000) $356 Avg Close $357.07 Range $323.05 - $421.57
Q3 2025
Shares 727 Value ($000) $298 Avg Close $427.59 Range $378.35 - $494.94
Q2 2025
Shares 679 Value ($000) $312 Avg Close $463.89 Range $418.31 - $521.09
Q1 2025
Shares 680 Value ($000) $346 Avg Close $492.90 Range $457.76 - $535.40
Q4 2024
Shares 678 Value ($000) $315 Avg Close $506.45 Range $454.91 - $571.42
Q3 2024
Shares 815 Value ($000) $403 Avg Close $480.65 Range $439.08 - $520.41
Q2 2024
Shares 897 Value ($000) $436 Avg Close $457.10 Range $396.82 - $493.65
Q1 2024
Shares 1,049 Value ($000) $434 Avg Close $401.75 Range $373.33 - $441.29
Q4 2023
Shares 1,013 Value ($000) $398 Avg Close $387.45 Range $338.58 - $433.19
Q3 2023
Shares 1,333 Value ($000) $472 Avg Close $361.55 Range $337.58 - $386.40
Q2 2023
Shares 1,325 Value ($000) $506 Avg Close $339.09 Range $298.79 - $383.83
Q1 2023
Shares 1,266 Value ($000) $437 Avg Close $293.75 Range $251.49 - $343.85
Q4 2022
Shares 1,231 Value ($000) $368 Avg Close $262.94 Range $228.61 - $287.20