AO
Advisor OS’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
2,226
-22
| -1% | -$3.06K | 0.03% | 350 |
|
|
2025
Q1 | $332K | Sell |
2,248
-238
| -10% | -$35.1K | 0.04% | 308 |
|
|
2024
Q4 | $309K | Sell |
2,486
-294
| -11% | -$36.6K | 0.04% | 313 |
|
|
2024
Q3 | $406K | Buy |
2,780
+107
| +4% | +$15.6K | 0.04% | 276 |
|
|
2024
Q2 | $345K | Sell |
2,673
-580
| -18% | -$74.9K | 0.04% | 281 |
|
|
2024
Q1 | $398K | Buy |
+3,253
| New | +$398K | 0.05% | 271 |
|