Forum Financial Management’s Waters Corp WAT Stock Holding History

Forum Financial Management’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Sell
2025 Q2	$346K	Buy
2023 Q2	–	Sell
2023 Q1	$224K	Hold
2022 Q4	$247K	Sell
2022 Q3	$202K	Hold
2022 Q2	$248K	Buy
2022 Q1	$224K	Sell
2021 Q4	$272K	Buy