Prestige Wealth Management Group’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4K | Buy |
55
+3
| +6% | +$1.03K | ﹤0.01% | 360 |
|
|
2025
Q4 | $19.8K | Hold |
52
| – | – | ﹤0.01% | 346 |
|
|
2025
Q3 | $15.6K | Hold |
52
| – | – | ﹤0.01% | 384 |
|
|
2025
Q2 | $18.2K | Hold |
52
| – | – | ﹤0.01% | 362 |
|
|
2025
Q1 | $19.2K | Hold |
52
| – | – | ﹤0.01% | 348 |
|
|
2024
Q4 | $19.3K | Hold |
52
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $18.7K | Hold |
52
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $15.1K | Hold |
52
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $17.9K | Hold |
52
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $17.1K | Hold |
52
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $14.3K | Sell |
52
-5
| -9% | -$1.38K | ﹤0.01% | 375 |
|
|
2023
Q2 | $15.2K | Buy |
57
+8
| +16% | +$2.23K | ﹤0.01% | 395 |
|
|
2023
Q1 | $15.2K | Buy |
49
+5
| +11% | +$1.62K | ﹤0.01% | 372 |
|
|
2022
Q4 | $15.1K | Hold |
44
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $12K | Hold |
44
| – | – | ﹤0.01% | 396 |
|
|
2022
Q2 | $15K | Hold |
44
| – | – | ﹤0.01% | 384 |
|
|
2022
Q1 | $14K | Hold |
44
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $16K | Hold |
44
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $16K | Hold |
44
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $15K | Hold |
44
| – | – | ﹤0.01% | 402 |
|
|
2021
Q1 | $13K | Buy |
44
+1
| +2% | +$273 | ﹤0.01% | 430 |
|
|
2020
Q4 | $11K | Hold |
43
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $8K | Hold |
43
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $8K | Hold |
43
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $8K | Buy |
+43
| New | +$9.07K | ﹤0.01% | 426 |
|
|
2019
Q1 | – | Sell |
-62
| Closed | -$12K | – | 1132 |
|
|
2018
Q4 | $12K | Buy |
+62
| New | +$11.8K | 0.01% | 407 |
|
Other funds holding WAT
VCM
VPM
