Dynamic Advisor Solutions’s Waters Corp WAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.28M Sell
9,402
-1,479
-14% -$516K 0.1% 219
2025
Q1
$4.01M Buy
+10,881
New +$4.01M 0.13% 180
2024
Q4
Sell
-10,876
Closed -$3.91M 910
2024
Q3
$3.91M Buy
10,876
+17
+0.2% +$6.12K 0.12% 201
2024
Q2
$3.15M Buy
10,859
+1,090
+11% +$316K 0.1% 230
2024
Q1
$3.36M Buy
9,769
+1,791
+22% +$617K 0.11% 218
2023
Q4
$2.43M Buy
+7,978
New +$2.43M 0.09% 255