Bell Investment Advisors’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 | $5.93K | Hold |
17
| – | – | ﹤0.01% | 907 |
|
2025
Q1 | $6.27K | Buy |
17
+2
| +13% | +$737 | ﹤0.01% | 811 |
|
2024
Q4 | $5.57K | Hold |
15
| – | – | ﹤0.01% | 881 |
|
2024
Q3 | $5.4K | Hold |
15
| – | – | ﹤0.01% | 891 |
|
2024
Q2 | $4.35K | Hold |
15
| – | – | ﹤0.01% | 993 |
|
2024
Q1 | $5.16K | Hold |
15
| – | – | ﹤0.01% | 896 |
|
2023
Q4 | $4.94K | Sell |
15
-13
| -46% | -$4.28K | ﹤0.01% | 892 |
|
2023
Q3 | $7.68K | Sell |
28
-2
| -7% | -$548 | ﹤0.01% | 608 |
|
2023
Q2 | $8K | Sell |
30
-4
| -12% | -$1.07K | ﹤0.01% | 599 |
|
2023
Q1 | $10.5K | Hold |
34
| – | – | ﹤0.01% | 465 |
|
2022
Q4 | $11.6K | Buy |
34
+1
| +3% | +$343 | ﹤0.01% | 434 |
|
2022
Q3 | $9K | Sell |
33
-2
| -6% | -$545 | ﹤0.01% | 457 |
|
2022
Q2 | $12K | Buy |
+35
| New | +$12K | ﹤0.01% | 386 |
|
2021
Q4 | $12K | Sell |
31
-21
| -40% | -$8.13K | ﹤0.01% | 450 |
|
2021
Q3 | $19K | Buy |
+52
| New | +$19K | 0.01% | 299 |
|