Lederer & Associates Investment Counsel’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 | $1.12M | Buy |
3,210
+55
| +2% | +$19.2K | 0.74% | 44 |
|
|
2025
Q1 | $1.16M | Buy |
3,155
+30
| +1% | +$11.1K | 0.85% | 41 |
|
|
2024
Q4 | $1.16M | Sell |
3,125
-106
| -3% | -$39.3K | 0.81% | 43 |
|
|
2024
Q3 | $1.16M | Sell |
3,231
-12
| -0.4% | -$4.32K | 0.82% | 45 |
|
|
2024
Q2 | $941K | Sell |
3,243
-61
| -2% | -$17.7K | 0.68% | 49 |
|
|
2024
Q1 | $1.14M | Hold |
3,304
| – | – | 0.79% | 48 |
|
|
2023
Q4 | $1.09M | Sell |
3,304
-35
| -1% | -$11.5K | 0.81% | 44 |
|
|
2023
Q3 | $916K | Buy |
+3,339
| New | +$916K | 0.73% | 51 |
|