BWM
Blossom Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
2,070
-120
| -5% | -$16.7K | 0.51% | 60 |
|
|
2025
Q1 | $323K | Buy |
2,190
+420
| +24% | +$62K | 0.65% | 55 |
|
|
2024
Q4 | $220K | Buy |
1,770
+25
| +1% | +$3.11K | 0.42% | 63 |
|
|
2024
Q3 | $255K | Buy |
1,745
+50
| +3% | +$7.31K | 0.51% | 59 |
|
|
2024
Q2 | $219K | Buy |
+1,695
| New | +$219K | 0.48% | 61 |
|
|
2023
Q3 | – | Sell |
-1,440
| Closed | -$206K | – | 60 |
|
|
2023
Q2 | $206K | Buy |
1,440
+50
| +4% | +$7.14K | 0.75% | 54 |
|
|
2023
Q1 | $204K | Buy |
+1,390
| New | +$204K | 0.83% | 53 |
|