Baird Financial Group’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Buy |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $225K | Hold |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $348K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $344K | Sell |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.2M | Buy |
|