LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Watts Water Technologies WTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
1,533
+1,449
| +1,725% | +$356K | ﹤0.01% | 229 |
|
|
2025
Q1 | $17.2K | Hold |
84
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $17.7K | Hold |
84
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $16.7K | Hold |
84
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $16.6K | Hold |
84
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $17.2K | Hold |
84
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $16.6K | Hold |
84
| – | – | ﹤0.01% | 471 |
|
|
2023
Q3 | $15.6K | Hold |
84
| – | – | ﹤0.01% | 500 |
|
|
2023
Q2 | $15.4K | Hold |
84
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $14.1K | Hold |
84
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $12.3K | Hold |
84
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $11K | Hold |
84
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $10K | Hold |
84
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $12K | Hold |
84
| – | – | ﹤0.01% | 547 |
|
|
2021
Q4 | $16K | Hold |
84
| – | – | ﹤0.01% | 560 |
|
|
2021
Q3 | $14K | Hold |
84
| – | – | ﹤0.01% | 557 |
|
|
2021
Q2 | $12K | Buy |
+84
| New | +$12K | ﹤0.01% | 610 |
|
|
2021
Q1 | – | Sell |
-84
| Closed | -$10K | – | 720 |
|
|
2020
Q4 | $10K | Hold |
84
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $8K | Hold |
84
| – | – | ﹤0.01% | 520 |
|
|
2020
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 523 |
|
|
2020
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 565 |
|
|
2019
Q4 | $8K | Hold |
84
| – | – | ﹤0.01% | 593 |
|
|
2019
Q3 | $8K | Hold |
84
| – | – | ﹤0.01% | 588 |
|
|
2019
Q2 | $8K | Hold |
84
| – | – | ﹤0.01% | 577 |
|
|
2019
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 579 |
|
|
2018
Q4 | $5K | Hold |
84
| – | – | ﹤0.01% | 604 |
|
|
2018
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 554 |
|
|
2018
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 569 |
|
|
2018
Q1 | $7K | Sell |
84
-7
| -8% | -$583 | ﹤0.01% | 605 |
|
|
2017
Q4 | $7K | Sell |
91
-116
| -56% | -$8.92K | ﹤0.01% | 593 |
|
|
2017
Q3 | $14K | Buy |
207
+7
| +4% | +$473 | ﹤0.01% | 538 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
|
2017
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 543 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2016
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 532 |
|
|
2016
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 532 |
|
|
2015
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 564 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 547 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 547 |
|
|
2015
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 555 |
|
|
2014
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 539 |
|
|
2014
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
|
2014
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 547 |
|
|
2014
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 533 |
|
|
2013
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 517 |
|
|
2013
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 492 |
|
|
2013
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 543 |
|