IFP Advisors’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 | $51K | Buy |
134
+53
| +65% | +$20.2K | ﹤0.01% | 2042 |
|
|
2025
Q1 | $29.9K | Buy |
81
+44
| +119% | +$16.2K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $13.7K | Sell |
37
-112
| -75% | -$41.6K | ﹤0.01% | 2416 |
|
|
2024
Q3 | $53.6K | Sell |
149
-72
| -33% | -$25.9K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $64.1K | Buy |
221
+2
| +0.9% | +$580 | ﹤0.01% | 1559 |
|
|
2024
Q1 | $75.5K | Buy |
219
+37
| +20% | +$12.8K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $60K | Buy |
182
+9
| +5% | +$2.97K | ﹤0.01% | 1471 |
|
|
2023
Q3 | $47.4K | Buy |
173
+45
| +35% | +$12.3K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $34.1K | Buy |
128
+8
| +7% | +$2.13K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $9.79K | Buy |
120
+3
| +3% | +$245 | ﹤0.01% | 2292 |
|
|
2022
Q4 | $12K | Sell |
117
-63
| -35% | -$6.46K | ﹤0.01% | 3290 |
|
|
2022
Q3 | $17K | Buy |
180
+5
| +3% | +$472 | ﹤0.01% | 3259 |
|
|
2022
Q2 | $16K | Hold |
175
| – | – | ﹤0.01% | 3061 |
|
|
2022
Q1 | $16K | Buy |
175
+54
| +45% | +$4.94K | ﹤0.01% | 3061 |
|
|
2021
Q4 | $46K | Sell |
121
-45
| -27% | -$17.1K | ﹤0.01% | 1560 |
|
|
2021
Q3 | $62K | Sell |
166
-15
| -8% | -$5.6K | ﹤0.01% | 1455 |
|
|
2021
Q2 | $61K | Sell |
181
-57
| -24% | -$19.2K | ﹤0.01% | 1440 |
|
|
2021
Q1 | $67K | Sell |
238
-299
| -56% | -$84.2K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $131K | Sell |
537
-24
| -4% | -$5.86K | 0.01% | 997 |
|
|
2020
Q3 | $109K | Buy |
561
+43
| +8% | +$8.36K | 0.01% | 954 |
|
|
2020
Q2 | $92K | Buy |
518
+65
| +14% | +$11.5K | 0.01% | 954 |
|
|
2020
Q1 | $86K | Buy |
453
+5
| +1% | +$949 | 0.01% | 892 |
|
|
2019
Q4 | $104K | Buy |
448
+134
| +43% | +$31.1K | 0.01% | 929 |
|
|
2019
Q3 | $69K | Buy |
+314
| New | +$69K | ﹤0.01% | 1225 |
|
|
2019
Q1 | – | Sell |
-36
| Closed | -$7K | – | 3421 |
|
|
2018
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 2666 |
|
|
2018
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 3038 |
|
|
2018
Q2 | $7K | Sell |
36
-6
| -14% | -$1.17K | ﹤0.01% | 3071 |
|
|
2018
Q1 | $8K | Hold |
42
| – | – | ﹤0.01% | 2952 |
|
|
2017
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 2949 |
|
|
2017
Q3 | $8K | Sell |
42
-14
| -25% | -$2.67K | ﹤0.01% | 3135 |
|
|
2017
Q2 | $10K | Buy |
56
+14
| +33% | +$2.5K | ﹤0.01% | 3004 |
|
|
2017
Q1 | $7K | Buy |
42
+22
| +110% | +$3.67K | ﹤0.01% | 3115 |
|
|
2016
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 3524 |
|
|
2016
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 3472 |
|
|
2016
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 3368 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$3K | – | 3456 |
|
|
2015
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 3212 |
|