OneDigital Investment Advisors’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 | $385K | Sell |
1,103
-9
| -0.8% | -$3.14K | ﹤0.01% | 1027 |
|
|
2025
Q1 | $410K | Buy |
1,112
+235
| +27% | +$86.6K | ﹤0.01% | 935 |
|
|
2024
Q4 | $325K | Buy |
877
+26
| +3% | +$9.64K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $306K | Buy |
851
+31
| +4% | +$11.2K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $238K | Buy |
+820
| New | +$238K | ﹤0.01% | 1209 |
|
|
2017
Q3 | – | Sell |
-99
| Closed | -$18K | – | 1176 |
|
|
2017
Q2 | $18K | Buy |
+99
| New | +$18K | 0.01% | 789 |
|