Waverly Advisors’s Waters Corp WAT Stock Holding History

Waverly Advisors’s Portfolio WAT Stock Details WAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$670K	Sell
2025 Q2	$795K	Sell
2025 Q1	$859K	Sell
2024 Q4	$874K	Buy
2024 Q3	$828K	Buy
2024 Q2	$666K	Buy
2015 Q2	–	Sell
2015 Q1	$14K	Hold
2014 Q4	$12K	Buy