CWA
CM Wealth Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,889
| Closed | -$426K | – | 83 |
|
|
2025
Q1 | $426K | Hold |
2,889
| – | – | 0.14% | 58 |
|
|
2024
Q4 | $360K | Hold |
2,889
| – | – | 0.12% | 62 |
|
|
2024
Q3 | $422K | Buy |
+2,889
| New | +$422K | 0.14% | 57 |
|
|
2024
Q1 | – | Sell |
-2,889
| Closed | -$381K | – | 184 |
|
|
2023
Q4 | $381K | Buy |
+2,889
| New | +$381K | 0.16% | 52 |
|
|
2023
Q2 | – | Sell |
-2,955
| Closed | -$440K | – | 183 |
|
|
2023
Q1 | $440K | Buy |
+2,955
| New | +$440K | 0.09% | 272 |
|
|
2022
Q4 | – | Sell |
-2,889
| Closed | -$376M | – | 70 |
|
|
2022
Q3 | $376M | Hold |
2,889
| – | – | 0.21% | 50 |
|
|
2022
Q2 | $430K | Buy |
+2,889
| New | +$430K | 0.26% | 45 |
|