Steward Partners Investment Advisory’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 | $31.8K | Hold |
91
| – | – | ﹤0.01% | 2706 |
|
|
2025
Q1 | $33.5K | Sell |
91
-3
| -3% | -$1.11K | ﹤0.01% | 2579 |
|
|
2024
Q4 | $34.9K | Buy |
94
+53
| +129% | +$19.7K | ﹤0.01% | 2529 |
|
|
2024
Q3 | $14.8K | Buy |
41
+4
| +11% | +$1.44K | ﹤0.01% | 2788 |
|
|
2024
Q2 | $10.7K | Buy |
37
+9
| +32% | +$2.61K | ﹤0.01% | 2796 |
|
|
2024
Q1 | $9.64K | Buy |
28
+2
| +8% | +$688 | ﹤0.01% | 2820 |
|
|
2023
Q4 | $8.56K | Hold |
26
| – | – | ﹤0.01% | 2771 |
|
|
2023
Q3 | $7.13K | Hold |
26
| – | – | ﹤0.01% | 2702 |
|
|
2023
Q2 | $6.93K | Hold |
26
| – | – | ﹤0.01% | 2686 |
|
|
2023
Q1 | $8.05K | Hold |
26
| – | – | ﹤0.01% | 2621 |
|
|
2022
Q4 | $8.91K | Hold |
26
| – | – | ﹤0.01% | 2578 |
|
|
2022
Q3 | $7K | Hold |
26
| – | – | ﹤0.01% | 2668 |
|
|
2022
Q2 | $9K | Hold |
26
| – | – | ﹤0.01% | 2579 |
|
|
2022
Q1 | $8K | Hold |
26
| – | – | ﹤0.01% | 2751 |
|
|
2021
Q4 | $10K | Hold |
26
| – | – | ﹤0.01% | 2614 |
|
|
2021
Q3 | $9K | Hold |
26
| – | – | ﹤0.01% | 2645 |
|
|
2021
Q2 | $9K | Hold |
26
| – | – | ﹤0.01% | 6268 |
|
|
2021
Q1 | $7.39K | Hold |
26
| – | – | ﹤0.01% | 2892 |
|
|
2020
Q4 | $6K | Hold |
26
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 2392 |
|
|
2020
Q2 | $5K | Sell |
26
-109
| -81% | -$21K | ﹤0.01% | 2295 |
|
|
2020
Q1 | $24K | Buy |
135
+109
| +419% | +$19.4K | ﹤0.01% | 1542 |
|
|
2019
Q4 | $6K | Sell |
26
-41
| -61% | -$9.46K | ﹤0.01% | 2201 |
|
|
2019
Q3 | $14K | Hold |
67
| – | – | ﹤0.01% | 1861 |
|
|
2019
Q2 | $14K | Buy |
+67
| New | +$14K | ﹤0.01% | 1852 |
|