Beese Fulmer Investment 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
Q2 | $236K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $207K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $207K | Buy |
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