Belpointe Asset 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 | $395K | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $938K | Buy |
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|
2024
Q2 | $819K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $660K | Buy |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $612K | Sell |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $789K | Buy |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $138K | Sell |
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|
2020
Q3 | $134K | Sell |
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|
2020
Q2 | $120K | Buy |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $174K | Buy |
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|
2019
Q3 | $157K | Buy |
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|
2019
Q2 | $127K | Buy |
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|
2019
Q1 | $100K | Buy |
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