Spire Wealth Management’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 | $94.6K | Buy |
271
+1
| +0.4% | +$349 | ﹤0.01% | 988 |
|
|
2025
Q1 | $99.5K | Hold |
270
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q4 | $100K | Sell |
270
-222
| -45% | -$82.4K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $177K | Buy |
492
+429
| +681% | +$154K | 0.01% | 765 |
|
|
2024
Q2 | $18.3K | Sell |
63
-153
| -71% | -$44.4K | ﹤0.01% | 1467 |
|
|
2024
Q1 | $74.4K | Sell |
216
-331
| -61% | -$114K | ﹤0.01% | 1087 |
|
|
2023
Q4 | $171K | Sell |
547
-13,624
| -96% | -$4.26M | 0.01% | 804 |
|
|
2023
Q3 | $3.89M | Buy |
14,171
+5,167
| +57% | +$1.42M | 0.15% | 157 |
|
|
2023
Q2 | $2.4M | Buy |
+9,004
| New | +$2.4M | 0.09% | 210 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 2627 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2599 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$2K | – | 2899 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 2816 |
|