AWM
Atticus Wealth Management’s American Water Works AWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.17K | Sell |
30
-10
| -25% | -$1.39K | ﹤0.01% | 528 |
|
2025
Q1 | $5.9K | Hold |
40
| – | – | ﹤0.01% | 407 |
|
2024
Q4 | $4.98K | Hold |
40
| – | – | ﹤0.01% | 430 |
|
2024
Q3 | $5.85K | Hold |
40
| – | – | ﹤0.01% | 424 |
|
2024
Q2 | $5.17K | Hold |
40
| – | – | ﹤0.01% | 420 |
|
2024
Q1 | $4.89K | Hold |
40
| – | – | ﹤0.01% | 445 |
|
2023
Q4 | $5.28K | Hold |
40
| – | – | ﹤0.01% | 443 |
|
2023
Q3 | $4.95K | Hold |
40
| – | – | ﹤0.01% | 454 |
|
2023
Q2 | $5.71K | Sell |
40
-64
| -62% | -$9.14K | ﹤0.01% | 442 |
|
2023
Q1 | $15.2K | Buy |
104
+64
| +160% | +$9.38K | 0.01% | 344 |
|
2022
Q4 | $6.1K | Sell |
40
-54
| -57% | -$8.23K | ﹤0.01% | 420 |
|
2022
Q3 | $14K | Hold |
94
| – | – | 0.01% | 351 |
|
2022
Q2 | $14K | Hold |
94
| – | – | 0.01% | 381 |
|
2022
Q1 | $16K | Buy |
94
+54
| +135% | +$9.19K | 0.01% | 359 |
|
2021
Q4 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 370 |
|
2020
Q1 | – | Sell |
-505
| Closed | -$62K | – | 312 |
|
2019
Q4 | $62K | Buy |
+505
| New | +$62K | 0.04% | 165 |
|