VAG
WAT icon

VisionPoint Advisory Group’s Waters Corp WAT Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-150
Closed -$43.5K – 781
2024
Q2 		$43.5K Buy
150
+7
+5% +$2.23K 0.02% 289
2024
Q1 		$49.2K Sell
143
-20
-12% -$6.57K 0.02% 267
2023
Q4 		$53.7K Buy
163
+19
+13% +$5.25K 0.02% 233
2023
Q3 		$39.5K Buy
144
+108
+300% +$29.8K 0.02% 265
2023
Q2 		$9.6K Buy
+36
New +$10K ﹤0.01% 402
2020
Q4 		– Sell
-1,152
Closed -$225K – 163
2020
Q3 		$225K Sell
1,152
-208
-15% -$43.2K 0.1% 114
2020
Q2 		$303K Buy
1,360
+51
+4% +$9.64K 0.12% 81
2020
Q1 		$238K Buy
+1,309
New +$276K 0.11% 97

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Bank of New York Mellon
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GIM
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Geode Capital Management
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FIS
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