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Stiles Financial Services’s Waters Corp WAT Stock Holding History

Stiles Financial Services’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Hold
663
– – 0.06% 174
2025
Q4 		$252K Buy
+663
New +$244K 0.08% 156
2025
Q3 		– Sell
-663
Closed -$231K – 182
2025
Q2 		$231K Hold
663
– – 0.08% 164
2025
Q1 		$244K Sell
663
-100
-13% -$38.7K 0.09% 156
2024
Q4 		$283K Sell
763
-105
-12% -$38.4K 0.1% 152
2024
Q3 		$312K Hold
868
– – 0.11% 143
2024
Q2 		$252K Sell
868
-20
-2% -$6.38K 0.1% 161
2024
Q1 		$306K Hold
888
– – 0.12% 138
2023
Q4 		$292K Sell
888
-635
-42% -$175K 0.13% 136
2023
Q3 		$418K Hold
1,523
– – 0.22% 108
2023
Q2 		$406K Hold
1,523
– – 0.2% 119
2023
Q1 		$472K Buy
1,523
+100
+7% +$32.3K 0.25% 101
2022
Q4 		$487K Hold
1,423
– – 0.28% 97
2022
Q3 		$384K Buy
1,423
+30
+2% +$9.58K 0.23% 105
2022
Q2 		$461K Hold
1,393
– – 0.28% 98
2022
Q1 		$432K Sell
1,393
-35
-2% -$11.4K 0.22% 112
2021
Q4 		$532K Buy
+1,428
New +$499K 0.26% 102

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