Barlow Wealth Partners’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Sell |
600
-100
| -14% | -$35.2K | 0.03% | 131 |
|
2025
Q1 | $237K | Hold |
700
| – | – | 0.03% | 121 |
|
2024
Q4 | $278K | Hold |
700
| – | – | 0.04% | 112 |
|
2024
Q3 | $245K | Hold |
700
| – | – | 0.03% | 139 |
|
2024
Q2 | $214K | Hold |
700
| – | – | 0.03% | 146 |
|
2024
Q1 | $226K | Hold |
700
| – | – | 0.03% | 143 |
|
2023
Q4 | $230K | Buy |
+700
| New | +$230K | 0.03% | 135 |
|