Bartlett & Co Wealth Management’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
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $835K | Hold |
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|
2024
Q3 | $981K | Hold |
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|
2024
Q2 | $867K | Sell |
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|
2024
Q1 | $820K | Buy |
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|
2023
Q4 | $892K | Sell |
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|
2023
Q3 | $834K | Hold |
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|
2023
Q2 | $962K | Buy |
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|
2023
Q1 | $888K | Hold |
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|
2022
Q4 | $924K | Hold |
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|
2022
Q3 | $789K | Hold |
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|
2022
Q2 | $902K | Buy |
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|
2022
Q1 | $999K | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $930K | Sell |
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|
2021
Q1 | $913K | Sell |
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|
2020
Q4 | $935K | Buy |
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|
2020
Q3 | $882K | Hold |
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|
2020
Q2 | $783K | Sell |
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|
2020
Q1 | $731K | Sell |
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|
2019
Q4 | $799K | Hold |
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|
2019
Q3 | $807K | Buy |
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|
2019
Q2 | $104K | Hold |
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|
2019
Q1 | $93.8K | Hold |
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|
2018
Q4 | $81.7K | Hold |
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|
2018
Q3 | $79.2K | Hold |
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|
2018
Q2 | $76.8K | Hold |
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|
2018
Q1 | $73.9K | Buy |
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