Beacon Pointe Advisors’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 | $312K | Buy |
1,268
+1
| +0.1% | +$246 | ﹤0.01% | 1019 |
|
|
2025
Q1 | $258K | Hold |
1,267
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q4 | $258K | Sell |
1,267
-22
| -2% | -$4.47K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $267K | Sell |
1,289
-72
| -5% | -$14.9K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $250K | Hold |
1,361
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q1 | $289K | Hold |
1,361
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q4 | $284K | Sell |
1,361
-3
| -0.2% | -$625 | ﹤0.01% | 1087 |
|
|
2023
Q3 | $236K | Sell |
1,364
-13
| -0.9% | -$2.25K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $253K | Hold |
1,377
| – | – | ﹤0.01% | 926 |
|
|
2023
Q1 | $232K | Hold |
1,377
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q4 | $201K | Buy |
+1,377
| New | +$201K | ﹤0.01% | 997 |
|