Crestwood Advisors Group’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 | $678K | Sell |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $631K | Buy |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q3 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $557K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $123K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $217K | Hold |
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|
2014
Q2 | $223K | Sell |
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|
2014
Q1 | $216K | Sell |
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|
2013
Q4 | $271K | Sell |
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|
2013
Q3 | $277K | Buy |
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|
2013
Q2 | $243K | Buy |
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