JWM
JPL Wealth Management’s Waters Corp WAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
7,917
+109
| +1% | +$38K | 0.75% | 60 |
|
|
2025
Q1 | $2.88M | Sell |
7,808
-47
| -0.6% | -$17.3K | 0.82% | 58 |
|
|
2024
Q4 | $2.91M | Buy |
+7,855
| New | +$2.91M | 0.83% | 56 |
|
|
2024
Q2 | $1.49M | Buy |
5,149
+364
| +8% | +$106K | 0.73% | 65 |
|
|
2024
Q1 | $1.65M | Buy |
4,785
+992
| +26% | +$341K | 0.91% | 58 |
|
|
2023
Q4 | $1.25M | Buy |
+3,793
| New | +$1.25M | 0.9% | 55 |
|