Integrated Wealth Concepts’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
$489K Buy
1,988
+101
+5% +$24.8K ﹤0.01% 1288
2025
Q1
$385K Buy
1,887
+174
+10% +$35.5K ﹤0.01% 1272
2024
Q4
$348K Buy
1,713
+110
+7% +$22.4K ﹤0.01% 1291
2024
Q3
$332K Buy
1,603
+17
+1% +$3.52K ﹤0.01% 1272
2024
Q2
$291K Buy
1,586
+251
+19% +$46K ﹤0.01% 1336
2024
Q1
$284K Sell
1,335
-4
-0.3% -$850 ﹤0.01% 1347
2023
Q4
$279K Buy
1,339
+17
+1% +$3.54K ﹤0.01% 1304
2023
Q3
$228K Hold
1,322
﹤0.01% 1357
2023
Q2
$243K Sell
1,322
-75
-5% -$13.8K ﹤0.01% 1332
2023
Q1
$235K Buy
+1,397
New +$235K ﹤0.01% 1165