Montag & Associates’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	$1.55K	Sell	4 -1	-20%	-$388	﹤0.01%	871
2025 Q1	$1.89K	Hold	5	–	–	﹤0.01%	898
2024 Q4	$1.95K	Hold	5	–	–	﹤0.01%	888
2024 Q3	$1.89K	Buy	+5	New	+$1.89K	﹤0.01%	921