Allworth Financial’s Watts Water Technologies WTS Stock Holding History

Allworth Financial’s Portfolio WTS Stock Details WTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48K	Sell	195 -11	-5%	-$2.71K	﹤0.01%	1963
2025 Q1	$43.2K	Buy	206 +11	+6%	+$2.31K	﹤0.01%	1621
2024 Q4	$41.2K	Buy	195 +5	+3%	+$1.06K	﹤0.01%	1671
2024 Q3	$39.4K	Buy	190 +2	+1%	+$414	﹤0.01%	1517
2024 Q2	$36.9K	Sell	188 -17	-8%	-$3.34K	﹤0.01%	1526
2024 Q1	$43.6K	Buy	205 +31	+18%	+$6.59K	﹤0.01%	1349
2023 Q4	$36.3K	Buy	174 +56	+47%	+$11.7K	﹤0.01%	1323
2023 Q3	$20.4K	Buy	118 +15	+15%	+$2.59K	﹤0.01%	1500
2023 Q2	$18.9K	Hold	103	–	–	﹤0.01%	1573
2023 Q1	$17.3K	Hold	103	–	–	﹤0.01%	1544
2022 Q4	$15.1K	Sell	103 -1	-1%	-$146	﹤0.01%	1514
2022 Q3	$13K	Buy	104 +3	+3%	+$375	﹤0.01%	1510
2022 Q2	$12K	Buy	101 +1	+1%	+$119	﹤0.01%	1513
2022 Q1	$14K	Hold	100	–	–	﹤0.01%	1388
2021 Q4	$19K	Hold	100	–	–	﹤0.01%	1149
2021 Q3	$17K	Hold	100	–	–	﹤0.01%	1095
2021 Q2	$15K	Hold	100	–	–	﹤0.01%	932
2021 Q1	$12K	Hold	100	–	–	﹤0.01%	946
2020 Q4	$12K	Hold	100	–	–	﹤0.01%	800
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	721
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	787
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	771
2019 Q4	$10K	Hold	100	–	–	﹤0.01%	657
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	609
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	606
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	610
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	596
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	596
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	559
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	527
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	513
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	524
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	556
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	514
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	451
2016 Q3	$6K	Hold	100	–	–	﹤0.01%	480
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	445
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	436
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	448
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	451
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	444
2015 Q1	$6K	Buy	+100	New	+$6K	﹤0.01%	431