Summit Trail Advisors’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 | $1.19M | Buy |
|
|||||
|
2025
Q2 | $210K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $431K | Buy |
|
|||||
|
2024
Q2 | $339K | Buy |
|
|||||
|
2024
Q1 | $391K | Buy |
|
|||||
|
2023
Q4 | $365K | Sell |
|
|||||
|
2023
Q3 | $324K | Buy |
|
|||||
|
2023
Q2 | $303K | Buy |
|
|||||
|
2023
Q1 | $319K | Buy |
|
|||||
|
2022
Q4 | $335K | Buy |
|
|||||
|
2022
Q3 | $252K | Sell |
|
|||||
|
2022
Q2 | $315K | Sell |
|
|||||
|
2022
Q1 | $411K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $36K | Buy |
|