GeoWealth 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 Q1	–	Sell	-177	Closed	-$65.7K	–	1787
2024 Q4	$65.7K	Sell	177 -11	-6%	-$4.08K	﹤0.01%	1069
2024 Q3	$67.7K	Buy	+188	New	+$67.7K	﹤0.01%	988