Integrated Wealth Concepts’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$234K Sell
2025
Q2
$458K Buy
2025
Q1
$386K Buy
2024
Q4
$378K Buy
2024
Q3
$306K Buy
2024
Q2
$246K Buy
2024
Q1
$286K Buy
2023
Q4
Sell
2023
Q3
$368K Sell
2023
Q2
$405K Buy
2022
Q2
Sell
2022
Q1
$317K Buy
2021
Q4
$202K Buy