EGA
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Eagle Global Advisors’s Watsco Inc WSO Stock Holding History

Eagle Global Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
+586
New +$227K 0.01% 266
2025
Q4 		– Sell
-586
Closed -$237K – 296
2025
Q3 		$237K Hold
586
– – 0.01% 261
2025
Q2 		$259K Sell
586
-26
-4% -$12.1K 0.01% 248
2025
Q1 		$311K Sell
612
-81
-12% -$39.9K 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% +$2.29K 0.02% 202
2024
Q1 		$297K Buy
688
+84
+14% +$33.7K 0.02% 203
2023
Q4 		$259K Buy
+604
New +$234K 0.02% 211

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