Eads & Heald Wealth Management’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 | $447K | Buy |
1,282
+49
| +4% | +$17.1K | 0.22% | 117 |
|
|
2025
Q1 | $454K | Sell |
1,233
-53
| -4% | -$19.5K | 0.23% | 116 |
|
|
2024
Q4 | $477K | Buy |
1,286
+46
| +4% | +$17.1K | 0.23% | 115 |
|
|
2024
Q3 | $446K | Buy |
1,240
+296
| +31% | +$106K | 0.21% | 117 |
|
|
2024
Q2 | $274K | Buy |
944
+263
| +39% | +$76.3K | 0.13% | 127 |
|
|
2024
Q1 | $234K | Buy |
681
+38
| +6% | +$13.1K | 0.11% | 134 |
|
|
2023
Q4 | $212K | Buy |
+643
| New | +$212K | 0.1% | 143 |
|