Steward Partners Investment Advisory’s Waters Corp WAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.2K | Buy |
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|
2025
Q2 | $31.8K | Hold |
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|
2025
Q1 | $33.5K | Sell |
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|
2024
Q4 | $34.9K | Buy |
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|
2024
Q3 | $14.8K | Buy |
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|
2024
Q2 | $10.7K | Buy |
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|
2024
Q1 | $9.64K | Buy |
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|
2023
Q4 | $8.56K | Hold |
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|
2023
Q3 | $7.13K | Hold |
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|
2023
Q2 | $6.93K | Hold |
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|
2023
Q1 | $8.05K | Hold |
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|
2022
Q4 | $8.91K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $7.39K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $24K | Buy |
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|
2019
Q4 | $6K | Sell |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Buy |
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