Forum Financial Management’s Waters Corp WAT Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$365K	Buy
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