Center for 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 | $27.8K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2025
Q1 | $29.5K | Hold |
200
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $24.9K | Hold |
200
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $29.2K | Hold |
200
| – | – | ﹤0.01% | 304 |
|
|
2024
Q2 | $25.8K | Hold |
200
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $24.4K | Buy |
+200
| New | +$24.4K | ﹤0.01% | 306 |
|
|
2022
Q3 | – | Sell |
-53
| Closed | -$8K | – | 638 |
|
|
2022
Q2 | $8K | Hold |
53
| – | – | ﹤0.01% | 377 |
|
|
2022
Q1 | $9K | Hold |
53
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $10K | Hold |
53
| – | – | ﹤0.01% | 374 |
|
|
2021
Q3 | $9K | Hold |
53
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $8K | Hold |
53
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $8K | Hold |
53
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $8K | Hold |
53
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 323 |
|
|
2020
Q2 | $7K | Hold |
53
| – | – | ﹤0.01% | 332 |
|
|
2020
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 333 |
|