AE Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.1M | Buy |
|
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $450K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $1.22M | Buy |
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