RWM
Ritholtz Wealth Management’s Waters Corp WAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
636
+10
| +2% | +$3.49K | ﹤0.01% | 893 |
|
|
2025
Q1 | $231K | Buy |
626
+7
| +1% | +$2.58K | 0.01% | 819 |
|
|
2024
Q4 | $230K | Sell |
619
-7
| -1% | -$2.6K | 0.01% | 779 |
|
|
2024
Q3 | $225K | Buy |
+626
| New | +$225K | 0.01% | 780 |
|
|
2024
Q2 | – | Sell |
-637
| Closed | -$219K | – | 871 |
|
|
2024
Q1 | $219K | Hold |
637
| – | – | 0.01% | 725 |
|
|
2023
Q4 | $210K | Buy |
+637
| New | +$210K | 0.01% | 691 |
|
|
2023
Q2 | – | Sell |
-929
| Closed | -$288K | – | 710 |
|
|
2023
Q1 | $288K | Sell |
929
-213
| -19% | -$66K | 0.01% | 527 |
|
|
2022
Q4 | $391K | Sell |
1,142
-211
| -16% | -$72.3K | 0.02% | 409 |
|
|
2022
Q3 | $365K | Sell |
1,353
-342
| -20% | -$92.3K | 0.02% | 481 |
|
|
2022
Q2 | $561K | Buy |
1,695
+4
| +0.2% | +$1.32K | 0.04% | 292 |
|
|
2022
Q1 | $525K | Buy |
1,691
+105
| +7% | +$32.6K | 0.04% | 295 |
|
|
2021
Q4 | $591K | Sell |
1,586
-10
| -0.6% | -$3.73K | 0.04% | 261 |
|
|
2021
Q3 | $570K | Buy |
1,596
+377
| +31% | +$135K | 0.04% | 245 |
|
|
2021
Q2 | $421K | Buy |
1,219
+283
| +30% | +$97.7K | 0.03% | 293 |
|
|
2021
Q1 | $266K | Sell |
936
-179
| -16% | -$50.9K | 0.02% | 341 |
|
|
2020
Q4 | $276K | Buy |
+1,115
| New | +$276K | 0.03% | 276 |
|