Avion Wealth’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
42
+20
| +91% | +$2.38K | ﹤0.01% | 608 |
|
|
2025
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 689 |
|
|
2024
Q4 | $2K | Sell |
22
-5
| -19% | -$455 | ﹤0.01% | 686 |
|
|
2024
Q3 | $3K | Buy |
27
+3
| +13% | +$333 | ﹤0.01% | 594 |
|
|
2024
Q2 | $3K | Buy |
24
+4
| +20% | +$500 | ﹤0.01% | 541 |
|
|
2024
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $3K | Sell |
20
-150
| -88% | -$22.5K | ﹤0.01% | 466 |
|
|
2023
Q3 | $20K | Sell |
170
-9
| -5% | -$1.06K | 0.01% | 214 |
|
|
2023
Q2 | $25K | Buy |
+179
| New | +$25K | 0.01% | 208 |
|
|
2020
Q2 | – | Sell |
-65
| Closed | -$8K | – | 274 |
|
|
2020
Q1 | $8K | Buy |
+65
| New | +$8K | ﹤0.01% | 166 |
|