Curated Wealth Partners’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 | $658K | Hold |
2,675
| – | – | 0.08% | 77 |
|
|
2025
Q1 | $545K | Hold |
2,675
| – | – | 0.07% | 82 |
|
|
2024
Q4 | $544K | Buy |
2,675
+385
| +17% | +$78.3K | 0.06% | 82 |
|
|
2024
Q3 | $474K | Hold |
2,290
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $420K | Buy |
+2,290
| New | +$420K | 0.06% | 88 |
|
|
2024
Q1 | – | Sell |
-3,009
| Closed | -$627K | – | 146 |
|
|
2023
Q4 | $627K | Sell |
3,009
-100
| -3% | -$20.8K | 0.1% | 76 |
|
|
2023
Q3 | $537K | Hold |
3,109
| – | – | 0.1% | 72 |
|
|
2023
Q2 | $571K | Hold |
3,109
| – | – | 0.11% | 66 |
|
|
2023
Q1 | $523K | Hold |
3,109
| – | – | 0.12% | 65 |
|
|
2022
Q4 | $455K | Hold |
3,109
| – | – | 0.11% | 69 |
|
|
2022
Q3 | $391K | Sell |
3,109
-113
| -4% | -$14.2K | 0.11% | 79 |
|
|
2022
Q2 | $395K | Sell |
3,222
-202
| -6% | -$24.8K | 0.12% | 80 |
|
|
2022
Q1 | $665K | Hold |
3,424
| – | – | 0.23% | 54 |
|
|
2021
Q4 | $665K | Hold |
3,424
| – | – | 0.22% | 56 |
|
|
2021
Q3 | $576K | Hold |
3,424
| – | – | 0.32% | 62 |
|
|
2021
Q2 | $500K | Hold |
3,424
| – | – | 0.27% | 75 |
|
|
2021
Q1 | $407K | Buy |
3,424
+249
| +8% | +$29.6K | 0.25% | 77 |
|
|
2020
Q4 | $386K | Buy |
+3,175
| New | +$386K | 0.25% | 81 |
|