Atria Wealth Solutions’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	$844K	Sell	6,066 -3,572	-37%	-$512K	0.02%	709
2025 Q1	$1.42M	Sell	9,638 -6,345	-40%	-$836K	0.02%	752
2024 Q4	$1.99M	Buy	15,983 +1,766	+12%	+$238K	0.02%	645
2024 Q3	$2.08M	Buy	14,217 +864	+6%	+$123K	0.02%	618
2024 Q2	$1.72M	Sell	13,353 -6,273	-32%	-$793K	0.02%	678
2024 Q1	$2.4M	Buy	19,626 +8,817	+82%	+$1.08M	0.03%	575
2023 Q4	$1.43M	Buy	10,809 +5,277	+95%	+$665K	0.02%	732
2023 Q3	$685K	Sell	5,532 -162	-3%	-$22.7K	0.01%	991
2023 Q2	$813K	Buy	5,694 +1,842	+48%	+$271K	0.01%	937
2023 Q1	$564K	Sell	3,852 -854	-18%	-$126K	0.01%	1062
2022 Q4	$717K	Sell	4,706 -496	-10%	-$71.6K	0.01%	912
2022 Q3	$677K	Sell	5,202 -1,989	-28%	-$300K	0.01%	875
2022 Q2	$1.02M	Buy	7,191 +1,891	+36%	+$288K	0.02%	686
2022 Q1	$877K	Buy	+5,300	New	+$840K	0.01%	788