Williams Jones Wealth Management’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 | $1.28M | Sell |
5,200
-500
| -9% | -$123K | 0.02% | 229 |
|
|
2025
Q1 | $1.16M | Hold |
5,700
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $1.16M | Hold |
5,700
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $1.18M | Hold |
5,700
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $1.05M | Hold |
5,700
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $1.21M | Hold |
5,700
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $1.19M | Hold |
5,700
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $985K | Hold |
5,700
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $1.05M | Hold |
5,700
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $959K | Sell |
5,700
-7
| -0.1% | -$1.18K | 0.02% | 285 |
|
|
2022
Q4 | $835K | Buy |
5,707
+7
| +0.1% | +$1.02K | 0.01% | 292 |
|
|
2022
Q3 | $717K | Hold |
5,700
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $700K | Hold |
5,700
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $796K | Hold |
5,700
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $1.11M | Hold |
5,700
| – | – | 0.01% | 250 |
|
|
2021
Q3 | $958K | Hold |
5,700
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $832K | Hold |
5,700
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $677K | Hold |
5,700
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $694K | Hold |
5,700
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $571K | Hold |
5,700
| – | – | 0.01% | 253 |
|
|
2020
Q2 | $462K | Hold |
5,700
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $483K | Hold |
5,700
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $569K | Hold |
5,700
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $534K | Buy |
+5,700
| New | +$534K | 0.01% | 263 |
|