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Peak Financial Advisors’s Waters Corp WAT Stock Holding History

Peak Financial Advisors’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Sell
7,079
-1,213
-15% -$423K 1.27% 26
2025
Q1 		$3.06M Buy
+8,292
New +$3.06M 1.56% 17