Carson Wealth (CWM LLC)’s Waters Corp WAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
2,585
+554
| +27% | +$193K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $749K | Buy |
2,031
+609
| +43% | +$225K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $528K | Buy |
1,422
+241
| +20% | +$89.5K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $425K | Buy |
1,181
+99
| +9% | +$35.6K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $314K | Buy |
1,082
+87
| +9% | +$25.2K | ﹤0.01% | 1371 |
|
|
2024
Q1 | $343K | Buy |
995
+72
| +8% | +$24.8K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $304K | Sell |
923
-118
| -11% | -$38.9K | ﹤0.01% | 1241 |
|
|
2023
Q3 | $286K | Buy |
1,041
+132
| +15% | +$36.3K | ﹤0.01% | 1171 |
|
|
2023
Q2 | $242K | Buy |
909
+537
| +144% | +$143K | ﹤0.01% | 1181 |
|
|
2023
Q1 | $115K | Buy |
372
+41
| +12% | +$12.7K | ﹤0.01% | 1426 |
|
|
2022
Q4 | $113K | Buy |
331
+158
| +91% | +$53.9K | ﹤0.01% | 1327 |
|
|
2022
Q3 | $47K | Sell |
173
-178
| -51% | -$48.4K | ﹤0.01% | 1690 |
|
|
2022
Q2 | $116K | Sell |
351
-166
| -32% | -$54.9K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $160K | Buy |
517
+460
| +807% | +$142K | ﹤0.01% | 1133 |
|
|
2021
Q4 | $21K | Buy |
+57
| New | +$21K | ﹤0.01% | 1973 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2020
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2019
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 2830 |
|
|
2019
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2830 |
|