Watsco, Incorporated shares owned by Legacy Trust
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Legacy Trust
from 13F filings
Historical chart of Legacy Trust investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Legacy Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 556 | 404.30 |
| 2025-06-30 | $246k | 556 | 441.62 |
| 2025-03-31 | $283k | 556 | 508.30 |
| 2024-12-31 | $275k | 580 | 473.89 |
| 2024-09-30 | $285k | 580 | 491.88 |
| 2024-06-30 | $269k | 580 | 463.24 |
| 2024-03-31 | $251k | 580 | 431.97 |
| 2023-12-31 | $249k | 580 | 428.47 |
| 2023-09-30 | $219k | 580 | 377.72 |
| 2023-06-30 | $221k | 580 | 381.47 |