Clearstead Advisors’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $176K | Buy |
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|
2025
Q2 | $190K | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $193K | Hold |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $187K | Sell |
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|
2023
Q4 | $193K | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $199K | Hold |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $36K | Buy |
|