Cornerstone Planning Group’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
$1.69K Sell
6
-3
-33% -$844 ﹤0.01% 987
2025
Q1
$3.01K Buy
9
+5
+125% +$1.67K ﹤0.01% 883
2024
Q4
$1.66K Buy
4
+1
+33% +$415 ﹤0.01% 840
2024
Q3
$974 Hold
3
﹤0.01% 937
2024
Q2
$987 Buy
+3
New +$987 ﹤0.01% 940
2024
Q1
Sell
-1
Closed -$329 1194
2023
Q4
$329 Hold
1
﹤0.01% 820
2023
Q3
$274 Buy
+1
New +$274 ﹤0.01% 986