Anchor Investment Management’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
2026 Q1	$47.5K	Buy	628 +4	+0.6%	+$295	﹤0.01%	592
2025 Q4	$45.3K	Buy	624 +4	+0.6%	+$294	﹤0.01%	605
2025 Q3	$45.5K	Buy	620 +4	+0.6%	+$298	﹤0.01%	603
2025 Q2	$47.2K	Buy	616 +4	+0.7%	+$314	﹤0.01%	590
2025 Q1	$48.2K	Buy	612 +3	+0.5%	+$226	﹤0.01%	575
2024 Q4	$47.3K	Buy	609 +4	+0.7%	+$333	﹤0.01%	581
2024 Q3	$50.4K	Buy	605 +3	+0.5%	+$242	﹤0.01%	571
2024 Q2	$43.7K	Buy	602 +4	+0.7%	+$289	﹤0.01%	539
2024 Q1	$43.2K	Buy	598 +3	+0.5%	+$224	﹤0.01%	561
2023 Q4	$47.8K	Buy	595 +3	+0.5%	+$240	0.01%	524
2023 Q3	$46.6K	Buy	592 +3	+0.5%	+$256	0.01%	517
2023 Q2	$51.2K	Buy	589 +3	+0.5%	+$269	0.01%	504
2023 Q1	$52.1K	Hold	586	–	–	0.01%	527
2022 Q4	$54.2K	Hold	586	–	–	0.01%	507
2022 Q3	$45.7K	Hold	586	–	–	0.01%	518
2022 Q2	$47.8K	Hold	586	–	–	0.01%	542
2022 Q1	$52.2K	Hold	586	–	–	0.01%	544
2021 Q4	$60.6K	Hold	586	–	–	0.01%	536
2021 Q3	$50.1K	Hold	586	–	–	0.01%	525
2021 Q2	$46.6K	Hold	586	–	–	0.01%	545
2021 Q1	$44.3K	Hold	586	–	–	0.01%	527
2020 Q4	$46.6K	Hold	586	–	–	0.01%	478
2020 Q3	$43.9K	Hold	586	–	–	0.01%	453
2020 Q2	$46.1K	Hold	586	–	–	0.01%	443
2020 Q1	$47.9K	Hold	586	–	–	0.01%	427
2019 Q4	$50.8K	Hold	586	–	–	0.01%	458
2019 Q3	$52.7K	Hold	586	–	–	0.01%	448
2019 Q2	$44.1K	Hold	586	–	–	0.01%	472
2019 Q1	$41.8K	Hold	586	–	–	0.01%	472
2018 Q4	$39.3K	Hold	586	–	–	0.01%	469
2018 Q3	$35.8K	Hold	586	–	–	0.01%	516
2018 Q2	$33.5K	Hold	586	–	–	0.01%	532
2018 Q1	$31.1K	Hold	586	–	–	0.01%	529
2017 Q4	$33.9K	Buy	+586	New	+$32.1K	0.01%	511