Arete Wealth Advisors’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 | $294K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $300K | Buy |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $367M | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $278K | Buy |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $297K | Buy |
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|
2018
Q4 | $235K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $304K | Buy |
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