Belmont Capital’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 | $345K | Sell |
2,477
-385
| -13% | -$53.6K | 0.05% | 97 |
|
|
2025
Q1 | $422K | Hold |
2,862
| – | – | 0.08% | 78 |
|
|
2024
Q4 | $356K | Sell |
2,862
-22
| -0.8% | -$2.74K | 0.06% | 61 |
|
|
2024
Q3 | $422K | Hold |
2,884
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $372K | Hold |
2,884
| – | – | 0.07% | 91 |
|
|
2024
Q1 | $352K | Hold |
2,884
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $381K | Hold |
2,884
| – | – | 0.16% | 56 |
|
|
2023
Q3 | $357K | Buy |
+2,884
| New | +$357K | 0.19% | 47 |
|