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Watsco, Incorporated shares owned by Journey Retirement Planning & Investment Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Journey Retirement Planning & Investment Management from 13F filings

Historical chart of Journey Retirement Planning & Investment Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Journey Retirement Planning & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Journey Retirement Planning & Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $580k 1.6k 363.92
2025-12-31 $1.7M 5.1k 336.99