CWM
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Congress Wealth Management’s American Water Works AWK Stock Holding History

Congress Wealth Management’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.64M Buy
11,784
+1,077
+10% +$150K 0.02% 591
2025
Q1 		$1.57M Buy
10,707
+3,643
+52% +$534K 0.02% 545
2024
Q4 		$879K Buy
7,064
+786
+13% +$97.9K 0.01% 539
2024
Q3 		$918K Buy
+6,278
New +$918K 0.01% 528