Briaud Financial Planning’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 | $17K | Hold |
125
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $18K | Hold |
125
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $15K | Hold |
125
| – | – | 0.01% | 134 |
|
|
2024
Q3 | $18K | Hold |
125
| – | – | 0.01% | 99 |
|
|
2024
Q2 | $16K | Hold |
125
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $16K | Buy |
+125
| New | +$16K | 0.01% | 94 |
|
|
2023
Q4 | – | Sell |
-125
| Closed | -$15K | – | 24 |
|
|
2023
Q3 | $15K | Buy |
+125
| New | +$15K | 0.01% | 96 |
|