Steward Partners Investment Advisory’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 | $381K | Hold |
1,550
| – | – | ﹤0.01% | 1430 |
|
|
2025
Q1 | $316K | Hold |
1,550
| – | – | ﹤0.01% | 1423 |
|
|
2024
Q4 | $315K | Buy |
1,550
+165
| +12% | +$33.5K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $287K | Buy |
1,385
+200
| +17% | +$41.4K | ﹤0.01% | 1356 |
|
|
2024
Q2 | $217K | Sell |
1,185
-104
| -8% | -$19.1K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $274K | Sell |
1,289
-11
| -0.8% | -$2.34K | ﹤0.01% | 1298 |
|
|
2023
Q4 | $271K | Buy |
1,300
+35
| +3% | +$7.29K | ﹤0.01% | 1255 |
|
|
2023
Q3 | $219K | Buy |
1,265
+160
| +14% | +$27.7K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $203K | Sell |
1,105
-8
| -0.7% | -$1.47K | ﹤0.01% | 1285 |
|
|
2023
Q1 | $187K | Buy |
1,113
+389
| +54% | +$65.5K | ﹤0.01% | 1323 |
|
|
2022
Q4 | $106K | Buy |
724
+466
| +181% | +$68.1K | ﹤0.01% | 1521 |
|
|
2022
Q3 | $32K | Sell |
258
-8
| -3% | -$992 | ﹤0.01% | 2009 |
|
|
2022
Q2 | $33K | Hold |
266
| – | – | ﹤0.01% | 1997 |
|
|
2022
Q1 | $37K | Sell |
266
-162
| -38% | -$22.5K | ﹤0.01% | 2079 |
|
|
2021
Q4 | $83K | Hold |
428
| – | – | ﹤0.01% | 1672 |
|
|
2021
Q3 | $72K | Hold |
428
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q2 | $62K | Hold |
428
| – | – | ﹤0.01% | 2888 |
|
|
2021
Q1 | $50.9K | Hold |
428
| – | – | ﹤0.01% | 1971 |
|
|
2020
Q4 | $52K | Buy |
428
+408
| +2,040% | +$49.6K | ﹤0.01% | 1661 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 2612 |
|