Mission Wealth Management’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 | $1.07M | Buy |
3,060
+18
| +0.6% | +$6.28K | 0.02% | 304 |
|
|
2025
Q1 | $1.12M | Sell |
3,042
-52
| -2% | -$19.2K | 0.03% | 263 |
|
|
2024
Q4 | $1.15M | Sell |
3,094
-83
| -3% | -$30.8K | 0.03% | 245 |
|
|
2024
Q3 | $1.14M | Sell |
3,177
-112
| -3% | -$40.3K | 0.03% | 250 |
|
|
2024
Q2 | $954K | Sell |
3,289
-75
| -2% | -$21.8K | 0.03% | 263 |
|
|
2024
Q1 | $1.16M | Sell |
3,364
-242
| -7% | -$83.3K | 0.03% | 250 |
|
|
2023
Q4 | $1.19M | Buy |
3,606
+201
| +6% | +$66.2K | 0.04% | 208 |
|
|
2023
Q3 | $934K | Buy |
3,405
+121
| +4% | +$33.2K | 0.03% | 221 |
|
|
2023
Q2 | $875K | Buy |
3,284
+370
| +13% | +$98.6K | 0.03% | 242 |
|
|
2023
Q1 | $902K | Buy |
2,914
+115
| +4% | +$35.6K | 0.04% | 224 |
|
|
2022
Q4 | $959K | Buy |
2,799
+76
| +3% | +$26K | 0.05% | 200 |
|
|
2022
Q3 | $734K | Sell |
2,723
-4
| -0.1% | -$1.08K | 0.04% | 227 |
|
|
2022
Q2 | $903K | Buy |
2,727
+471
| +21% | +$156K | 0.05% | 195 |
|
|
2022
Q1 | $701K | Buy |
2,256
+349
| +18% | +$108K | 0.03% | 247 |
|
|
2021
Q4 | $711K | Buy |
1,907
+4
| +0.2% | +$1.49K | 0.03% | 229 |
|
|
2021
Q3 | $680K | Sell |
1,903
-146
| -7% | -$52.2K | 0.03% | 224 |
|
|
2021
Q2 | $708K | Sell |
2,049
-37
| -2% | -$12.8K | 0.04% | 219 |
|
|
2021
Q1 | $593K | Buy |
2,086
+300
| +17% | +$85.3K | 0.03% | 231 |
|
|
2020
Q4 | $442K | Buy |
1,786
+118
| +7% | +$29.2K | 0.03% | 263 |
|
|
2020
Q3 | $326K | Buy |
1,668
+100
| +6% | +$19.5K | 0.02% | 265 |
|
|
2020
Q2 | $283K | Buy |
1,568
+136
| +9% | +$24.5K | 0.02% | 266 |
|
|
2020
Q1 | $261K | Sell |
1,432
-44
| -3% | -$8.02K | 0.03% | 237 |
|
|
2019
Q4 | $345K | Buy |
1,476
+76
| +5% | +$17.8K | 0.03% | 230 |
|
|
2019
Q3 | $313K | Sell |
1,400
-50
| -3% | -$11.2K | 0.03% | 226 |
|
|
2019
Q2 | $312K | Buy |
1,450
+35
| +2% | +$7.53K | 0.04% | 235 |
|
|
2019
Q1 | $356K | Buy |
1,415
+80
| +6% | +$20.1K | 0.04% | 205 |
|
|
2018
Q4 | $252K | Buy |
1,335
+268
| +25% | +$50.6K | 0.03% | 219 |
|
|
2018
Q3 | $208K | Buy |
+1,067
| New | +$208K | 0.03% | 270 |
|