AWA
Amplius Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
3,000
| – | – | 0.02% | 187 |
|
|
2025
Q1 | $236K | Hold |
3,000
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $233K | Hold |
3,000
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $250K | Hold |
3,000
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $218K | Hold |
3,000
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $217K | Hold |
3,000
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $241K | Hold |
3,000
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $236K | Hold |
3,000
| – | – | 0.03% | 136 |
|
|
2023
Q2 | $261K | Hold |
3,000
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $267K | Hold |
3,000
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $278K | Hold |
3,000
| – | – | 0.04% | 125 |
|
|
2022
Q3 | $234K | Hold |
3,000
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $244K | Hold |
3,000
| – | – | 0.04% | 140 |
|
|
2022
Q1 | $267K | Hold |
3,000
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $310K | Buy |
+3,000
| New | +$310K | 0.04% | 152 |
|