Forum Financial 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 | $346K | Buy |
+992
| New | +$346K | 0.01% | 581 |
|
|
2023
Q2 | – | Sell |
-722
| Closed | -$224K | – | 675 |
|
|
2023
Q1 | $224K | Hold |
722
| – | – | 0.01% | 509 |
|
|
2022
Q4 | $247K | Sell |
722
-28
| -4% | -$9.59K | 0.01% | 460 |
|
|
2022
Q3 | $202K | Hold |
750
| – | – | 0.01% | 496 |
|
|
2022
Q2 | $248K | Buy |
750
+28
| +4% | +$9.26K | 0.01% | 428 |
|
|
2022
Q1 | $224K | Sell |
722
-7
| -1% | -$2.17K | 0.01% | 520 |
|
|
2021
Q4 | $272K | Buy |
+729
| New | +$272K | 0.01% | 464 |
|