Corient Private Wealth’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 | $608K | Buy |
2,472
+1,296
| +110% | +$319K | ﹤0.01% | 1691 |
|
2025
Q1 | $240K | Sell |
1,176
-3,270
| -74% | -$667K | ﹤0.01% | 1965 |
|
2024
Q4 | $904K | Buy |
4,446
+644
| +17% | +$131K | ﹤0.01% | 1359 |
|
2024
Q3 | $788K | Buy |
3,802
+641
| +20% | +$133K | ﹤0.01% | 1495 |
|
2024
Q2 | $580K | Sell |
3,161
-5
| -0.2% | -$917 | ﹤0.01% | 1560 |
|
2024
Q1 | $673K | Buy |
3,166
+6
| +0.2% | +$1.28K | ﹤0.01% | 1477 |
|
2023
Q4 | $658K | Buy |
3,160
+209
| +7% | +$43.5K | ﹤0.01% | 1461 |
|
2023
Q3 | $510K | Buy |
2,951
+450
| +18% | +$77.8K | ﹤0.01% | 1485 |
|
2023
Q2 | $460K | Sell |
2,501
-95
| -4% | -$17.5K | ﹤0.01% | 1488 |
|
2023
Q1 | $437K | Buy |
2,596
+93
| +4% | +$15.7K | ﹤0.01% | 1433 |
|
2022
Q4 | $366K | Buy |
+2,503
| New | +$366K | ﹤0.01% | 1255 |
|