OneDigital Investment Advisors’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 | $1.18M | Sell |
4,782
-466
| -9% | -$115K | 0.01% | 582 |
|
|
2025
Q1 | $1.07M | Buy |
5,248
+154
| +3% | +$31.4K | 0.01% | 584 |
|
|
2024
Q4 | $1.04M | Sell |
5,094
-144
| -3% | -$29.3K | 0.01% | 625 |
|
|
2024
Q3 | $1.09M | Buy |
5,238
+65
| +1% | +$13.5K | 0.01% | 624 |
|
|
2024
Q2 | $948K | Buy |
5,173
+530
| +11% | +$97.2K | 0.01% | 644 |
|
|
2024
Q1 | $987K | Buy |
4,643
+55
| +1% | +$11.7K | 0.02% | 513 |
|
|
2023
Q4 | $956K | Sell |
4,588
-136
| -3% | -$28.3K | 0.02% | 497 |
|
|
2023
Q3 | $816K | Sell |
4,724
-1
| -0% | -$173 | 0.02% | 478 |
|
|
2023
Q2 | $868K | Buy |
4,725
+116
| +3% | +$21.3K | 0.02% | 446 |
|
|
2023
Q1 | $776K | Buy |
+4,609
| New | +$776K | 0.02% | 461 |
|