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Watsco, Incorporated shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 40 404.30
2025-06-30 $18k 40 441.63
2025-03-31 $20k 40 508.30
2024-12-31 $19k 40 465.15
2024-09-30 $22k 40 543.08