Birch Hill 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 | $209K | Hold |
600
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $221K | Hold |
600
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $223K | Hold |
600
| – | – | 0.01% | 174 |
|
|
2024
Q3 | $216K | Buy |
+600
| New | +$216K | 0.01% | 174 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$207K | – | 178 |
|
|
2024
Q1 | $207K | Buy |
+600
| New | +$207K | 0.01% | 167 |
|
|
2023
Q2 | – | Sell |
-683
| Closed | -$211K | – | 163 |
|
|
2023
Q1 | $211K | Buy |
683
+83
| +14% | +$25.7K | 0.01% | 154 |
|
|
2022
Q4 | $206K | Buy |
+600
| New | +$206K | 0.01% | 150 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$224K | – | 171 |
|
|
2021
Q4 | $224K | Hold |
600
| – | – | 0.01% | 165 |
|
|
2021
Q3 | $214K | Hold |
600
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $207K | Buy |
+600
| New | +$207K | 0.01% | 160 |
|