AAS
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Avantax Advisory Services’s Waters Corp WAT Stock Holding History

Avantax Advisory Services’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$719K Buy
2,060
+745
+57% +$260K ﹤0.01% 1364
2025
Q1 		$485K Buy
1,315
+201
+18% +$74.1K ﹤0.01% 1524
2024
Q4 		$413K Buy
1,114
+121
+12% +$44.9K ﹤0.01% 1568
2024
Q3 		$357K Buy
993
+239
+32% +$86K ﹤0.01% 1633
2024
Q2 		$219K Buy
+754
New +$219K ﹤0.01% 1902