Wunderlich Capital Managemnt’s Waters Corp WAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$224K Sell
773
-6
-0.8% -$1.74K 0.1% 80
2024
Q1
$268K Sell
779
-21
-3% -$7.23K 0.12% 82
2023
Q4
$263K Buy
+800
New +$263K 0.12% 82