BAWC
Boyce & Associates Wealth Consulting’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,567
+9
| +0.6% | +$1.25K | 0.2% | 67 |
|
|
2025
Q1 | $230K | Buy |
+1,558
| New | +$230K | 0.23% | 64 |
|
|
2024
Q4 | – | Sell |
-1,528
| Closed | -$223K | – | 71 |
|
|
2024
Q3 | $223K | Buy |
+1,528
| New | +$223K | 0.23% | 66 |
|
|
2024
Q1 | – | Sell |
-1,528
| Closed | -$202K | – | 59 |
|
|
2023
Q4 | $202K | Buy |
+1,528
| New | +$202K | 0.29% | 51 |
|
|
2023
Q3 | – | Sell |
-1,527
| Closed | -$218K | – | 48 |
|
|
2023
Q2 | $218K | Hold |
1,527
| – | – | 0.36% | 42 |
|
|
2023
Q1 | $232K | Hold |
1,527
| – | – | 0.42% | 43 |
|
|
2022
Q4 | $233K | Buy |
+1,527
| New | +$233K | 0.44% | 37 |
|
|
2022
Q3 | – | Sell |
-1,527
| Closed | -$227K | – | 44 |
|
|
2022
Q2 | $227K | Hold |
1,527
| – | – | 0.41% | 41 |
|
|
2022
Q1 | $253K | Buy |
+1,527
| New | +$253K | 0.38% | 45 |
|