Creative Planning’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 | $3.1M | Buy |
12,616
+1,505
| +14% | +$370K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $2.27M | Buy |
11,111
+2,311
| +26% | +$471K | ﹤0.01% | 1095 |
|
|
2024
Q4 | $1.79M | Buy |
8,800
+1,887
| +27% | +$384K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $1.43M | Buy |
6,913
+1,767
| +34% | +$366K | ﹤0.01% | 1267 |
|
|
2024
Q2 | $944K | Sell |
5,146
-1,604
| -24% | -$294K | ﹤0.01% | 1443 |
|
|
2024
Q1 | $1.43M | Buy |
6,750
+1,602
| +31% | +$341K | ﹤0.01% | 1118 |
|
|
2023
Q4 | $1.07M | Buy |
5,148
+1,542
| +43% | +$321K | ﹤0.01% | 1192 |
|
|
2023
Q3 | $623K | Buy |
3,606
+487
| +16% | +$84.2K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $573K | Buy |
3,119
+1,509
| +94% | +$277K | ﹤0.01% | 1459 |
|
|
2023
Q1 | $271K | Buy |
1,610
+241
| +18% | +$40.6K | ﹤0.01% | 1880 |
|
|
2022
Q4 | $200K | Buy |
+1,369
| New | +$200K | ﹤0.01% | 2013 |
|
|
2022
Q1 | – | Sell |
-1,456
| Closed | -$283K | – | 2373 |
|
|
2021
Q4 | $283K | Buy |
1,456
+44
| +3% | +$8.55K | ﹤0.01% | 1664 |
|
|
2021
Q3 | $237K | Buy |
+1,412
| New | +$237K | ﹤0.01% | 1746 |
|
|
2016
Q4 | – | Sell |
-600
| Closed | -$39K | – | 4612 |
|
|
2016
Q3 | $39K | Hold |
600
| – | – | ﹤0.01% | 2542 |
|
|
2016
Q2 | $35K | Hold |
600
| – | – | ﹤0.01% | 2378 |
|
|
2016
Q1 | $33K | Hold |
600
| – | – | ﹤0.01% | 2381 |
|
|
2015
Q4 | $30K | Sell |
600
-100
| -14% | -$5K | ﹤0.01% | 2512 |
|
|
2015
Q3 | $37K | Buy |
+700
| New | +$37K | ﹤0.01% | 2268 |
|
|
2015
Q2 | – | Sell |
-855
| Closed | -$47K | – | 2901 |
|
|
2015
Q1 | $47K | Hold |
855
| – | – | ﹤0.01% | 2059 |
|
|
2014
Q4 | $54K | Sell |
855
-586
| -41% | -$37K | ﹤0.01% | 1951 |
|
|
2014
Q3 | $84K | Buy |
1,441
+186
| +15% | +$10.8K | ﹤0.01% | 1581 |
|
|
2014
Q2 | $77K | Hold |
1,255
| – | – | ﹤0.01% | 1587 |
|
|
2014
Q1 | $74K | Hold |
1,255
| – | – | ﹤0.01% | 1571 |
|
|
2013
Q4 | $78K | Hold |
1,255
| – | – | ﹤0.01% | 1337 |
|
|
2013
Q3 | $71K | Hold |
1,255
| – | – | ﹤0.01% | 1319 |
|
|
2013
Q2 | $57K | Buy |
+1,255
| New | +$57K | ﹤0.01% | 1316 |
|