JFS Wealth 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 | $14.7K | Sell |
42
-11
| -21% | -$3.84K | ﹤0.01% | 735 |
|
2025
Q1 | $19.5K | Buy |
53
+2
| +4% | +$737 | ﹤0.01% | 666 |
|
2024
Q4 | $18.9K | Buy |
51
+2
| +4% | +$742 | ﹤0.01% | 660 |
|
2024
Q3 | $17.6K | Buy |
49
+4
| +9% | +$1.44K | ﹤0.01% | 670 |
|
2024
Q2 | $13.1K | Buy |
45
+1
| +2% | +$290 | ﹤0.01% | 713 |
|
2024
Q1 | $15.1K | Hold |
44
| – | – | ﹤0.01% | 689 |
|
2023
Q4 | $14.5K | Buy |
44
+10
| +29% | +$3.29K | ﹤0.01% | 670 |
|
2023
Q3 | $9.32K | Sell |
34
-9
| -21% | -$2.47K | ﹤0.01% | 757 |
|
2023
Q2 | $11.5K | Sell |
43
-4
| -9% | -$1.07K | ﹤0.01% | 692 |
|
2023
Q1 | $14.6K | Buy |
47
+3
| +7% | +$929 | ﹤0.01% | 602 |
|
2022
Q4 | $15.1K | Buy |
44
+8
| +22% | +$2.74K | ﹤0.01% | 589 |
|
2022
Q3 | $10K | Sell |
36
-9
| -20% | -$2.5K | ﹤0.01% | 741 |
|
2022
Q2 | $15K | Buy |
45
+2
| +5% | +$667 | ﹤0.01% | 656 |
|
2022
Q1 | $13K | Buy |
43
+38
| +760% | +$11.5K | ﹤0.01% | 724 |
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1188 |
|
2016
Q2 | – | Sell |
-1
| Closed | – | – | 624 |
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 664 |
|