Transamerica Financial 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
2026 Q1	$102K	Buy	343 +328	+2,187%	+$112K	0.01%	524
2025 Q4	$5.7K	Sell	15 -1	-6%	-$368	﹤0.01%	938
2025 Q3	$4.8K	Buy	+16	New	+$4.83K	﹤0.01%	874
2016 Q1	–	Sell	-1	Closed	-$1K	–	856
2015 Q4	$1K	Hold	1	–	–	﹤0.01%	792
2015 Q3	$1K	Sell	1 -2	-67%	-$253	﹤0.01%	800
2015 Q2	$1K	Hold	3	–	–	﹤0.01%	863
2015 Q1	$1K	Sell	3 -1	-25%	-$119	﹤0.01%	861
2014 Q4	$1K	Buy	4 +3	+300%	+$329	﹤0.01%	703
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	659
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	668
2014 Q1	$1K	Sell	1 -691	-100%	-$74.9K	﹤0.01%	629
2013 Q4	$70K	Buy	692 +108	+18%	+$10.9K	0.01%	312
2013 Q3	$62K	Buy	584 +191	+49%	+$19.6K	0.01%	301
2013 Q2	$40K	Buy	+393	New	+$37.6K	0.01%	307