Creative Planning’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 | $2.44M | Sell |
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|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $3.18M | Buy |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $3.74M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $781K | Sell |
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|
2022
Q2 | $990K | Buy |
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|
2022
Q1 | $739K | Buy |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $343K | Buy |
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|
2019
Q1 | $390K | Sell |
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|
2018
Q4 | $293K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $112K | Sell |
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|
2017
Q1 | $116K | Buy |
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|
2016
Q4 | $98K | Sell |
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|
2016
Q3 | $122K | Buy |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $27K | Hold |
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|
2015
Q4 | $28K | Hold |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $55K | Buy |
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|
2014
Q4 | $49K | Sell |
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|
2014
Q3 | $50K | Buy |
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|
2014
Q2 | $22K | Sell |
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|
2014
Q1 | $44K | Hold |
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|
2013
Q4 | $41K | Hold |
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|
2013
Q3 | $43K | Hold |
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|
2013
Q2 | $41K | Buy |
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