Cornerstone Planning Group’s Waters Corp WAT Stock Holding History

Cornerstone Planning Group’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$102	Sell
2025 Q2	$1.69K	Sell
2025 Q1	$3.01K	Buy
2024 Q4	$1.66K	Buy
2024 Q3	$974	Hold
2024 Q2	$987	Buy
2024 Q1	–	Sell
2023 Q4	$329	Hold
2023 Q3	$274	Buy