Corient Private Wealth’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $513K | Sell |
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|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $609K | Sell |
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|
2024
Q4 | $626K | Sell |
|
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|
2024
Q3 | $689K | Buy |
|
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $689K | Sell |
|
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $2.86M | Buy |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.15M | Buy |
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