Algert Global’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.88M | Buy |
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|
2025
Q2 | $567K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.39M | Hold |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.97M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $574K | Sell |
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|
2020
Q3 | $896K | Hold |
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|
2020
Q2 | $940K | Buy |
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