Congress 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 | $388K | Buy |
1,578
+74
| +5% | +$18.2K | ﹤0.01% | 1001 |
|
|
2025
Q1 | $307K | Sell |
1,504
-63,359
| -98% | -$12.9M | ﹤0.01% | 933 |
|
|
2024
Q4 | $13.2M | Sell |
64,863
-1,279
| -2% | -$260K | 0.18% | 164 |
|
|
2024
Q3 | $13.7M | Buy |
66,142
+525
| +0.8% | +$109K | 0.18% | 165 |
|
|
2024
Q2 | $12M | Buy |
65,617
+975
| +2% | +$179K | 0.19% | 152 |
|
|
2024
Q1 | $13.7M | Buy |
64,642
+880
| +1% | +$187K | 0.24% | 128 |
|
|
2023
Q4 | $13.3M | Buy |
+63,762
| New | +$13.3M | 0.24% | 120 |
|