Concord Wealth Partners’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $73.1K | Hold |
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|
2024
Q2 | $64.6K | Hold |
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|
2024
Q1 | $61.1K | Hold |
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|
2023
Q4 | $66K | Hold |
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|
2023
Q3 | $61.9K | Hold |
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|
2023
Q2 | $71.4K | Hold |
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|
2023
Q1 | $73.2K | Hold |
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|
2022
Q4 | $76.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $77K | Buy |
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