Eagle Global Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
586
-26
| -4% | -$11.5K | 0.01% | 248 |
|
|
2025
Q1 | $311K | Sell |
612
-81
| -12% | -$41.1K | 0.01% | 233 |
|
|
2024
Q4 | $328K | Hold |
693
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $341K | Hold |
693
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $321K | Buy |
693
+5
| +0.7% | +$2.32K | 0.02% | 202 |
|
|
2024
Q1 | $297K | Buy |
688
+84
| +14% | +$36.3K | 0.02% | 203 |
|
|
2023
Q4 | $259K | Buy |
+604
| New | +$259K | 0.02% | 211 |
|