Mount Yale Investment Advisors’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $428K | Buy |
|
|||||
|
2025
Q1 | $415K | Sell |
|
|||||
|
2024
Q4 | $451K | Sell |
|
|||||
|
2024
Q3 | $467K | Buy |
|
|||||
|
2024
Q2 | $374K | Buy |
|
|||||
|
2024
Q1 | $441K | Buy |
|
|||||
|
2023
Q4 | $204K | Sell |
|
|||||
|
2023
Q3 | $392K | Buy |
|
|||||
|
2023
Q2 | $333K | Buy |
|
|||||
|
2023
Q1 | $205K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $12K | Hold |
|
|||||
|
2018
Q2 | $11K | Hold |
|
|||||
|
2018
Q1 | $12K | Buy |
|