AE Wealth Management’s Watts Water Technologies WTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.7M | Buy |
124,651
+3,473
| +3% | +$854K | 0.22% | 105 |
|
2025
Q1 | $24.7M | Buy |
121,178
+13,999
| +13% | +$2.85M | 0.21% | 112 |
|
2024
Q4 | $21.8M | Buy |
107,179
+18,728
| +21% | +$3.81M | 0.18% | 124 |
|
2024
Q3 | $18.3M | Buy |
88,451
+16,896
| +24% | +$3.5M | 0.17% | 144 |
|
2024
Q2 | $13.1M | Buy |
71,555
+28,170
| +65% | +$5.17M | 0.13% | 188 |
|
2024
Q1 | $9.22M | Buy |
43,385
+7,368
| +20% | +$1.57M | 0.1% | 227 |
|
2023
Q4 | $7.17M | Buy |
36,017
+15,078
| +72% | +$3M | 0.04% | 488 |
|
2023
Q3 | $3.62M | Buy |
20,939
+7,857
| +60% | +$1.36M | 0.02% | 640 |
|
2023
Q2 | $2.4M | Buy |
13,082
+4,105
| +46% | +$754K | 0.01% | 788 |
|
2023
Q1 | $1.51M | Buy |
8,977
+476
| +6% | +$80.1K | 0.01% | 894 |
|
2022
Q4 | $1.24M | Buy |
8,501
+574
| +7% | +$83.9K | 0.01% | 906 |
|
2022
Q3 | $997K | Buy |
+7,927
| New | +$997K | 0.01% | 934 |
|