Sequoia Financial 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 | $6.08M | Buy |
17,407
+705
| +4% | +$246K | 0.04% | 250 |
|
|
2025
Q1 | $6.16M | Buy |
16,702
+15,257
| +1,056% | +$5.62M | 0.05% | 239 |
|
|
2024
Q4 | $536K | Sell |
1,445
-26
| -2% | -$9.65K | 0.01% | 770 |
|
|
2024
Q3 | $529K | Buy |
1,471
+347
| +31% | +$125K | 0.01% | 722 |
|
|
2024
Q2 | $326K | Buy |
1,124
+115
| +11% | +$33.4K | ﹤0.01% | 850 |
|
|
2024
Q1 | $347K | Sell |
1,009
-328
| -25% | -$113K | ﹤0.01% | 801 |
|
|
2023
Q4 | $440K | Buy |
1,337
+400
| +43% | +$132K | 0.01% | 776 |
|
|
2023
Q3 | $257K | Buy |
937
+50
| +6% | +$13.7K | ﹤0.01% | 746 |
|
|
2023
Q2 | $236K | Buy |
887
+24
| +3% | +$6.4K | ﹤0.01% | 793 |
|
|
2023
Q1 | $267K | Buy |
863
+7
| +0.8% | +$2.17K | 0.01% | 663 |
|
|
2022
Q4 | $293K | Buy |
+856
| New | +$293K | 0.01% | 592 |
|