Watsco, Incorporated shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Watsco, Incorporated
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Quarterly reported holdings in Watsco, Incorporated by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 727 | 410.17 |
| 2025-06-30 | $312k | 679 | 458.80 |
| 2025-03-31 | $346k | 680 | 508.85 |
| 2024-12-31 | $315k | 678 | 464.07 |
| 2024-09-30 | $403k | 815 | 494.43 |
| 2024-06-30 | $436k | 897 | 485.96 |
| 2024-03-31 | $434k | 1.0k | 413.56 |
| 2023-12-31 | $398k | 1.0k | 392.91 |
| 2023-09-30 | $472k | 1.3k | 354.00 |
| 2023-06-30 | $506k | 1.3k | 381.59 |
| 2023-03-31 | $437k | 1.3k | 344.88 |
| 2022-12-31 | $368k | 1.2k | 299.22 |
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