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Adero Partners’s American Water Works AWK Stock Holding History

Adero Partners’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$287K Buy
1,944
+251
+15% +$37K 0.02% 185
2024
Q4 		$211K Buy
1,693
+19
+1% +$2.37K 0.01% 226
2024
Q3 		$245K Buy
1,674
+20
+1% +$2.93K 0.02% 194
2024
Q2 		$214K Buy
+1,654
New +$214K 0.02% 190