Alan B. Lancz & Associates’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 | $675K | Hold |
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|
2025
Q1 | $715K | Hold |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $863K | Hold |
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|
2024
Q2 | $762K | Buy |
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|
2023
Q4 | $825K | Hold |
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|
2023
Q3 | $774K | Hold |
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|
2023
Q2 | $892K | Hold |
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|
2023
Q1 | $916K | Hold |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $863K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.43M | Buy |
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