DWP
Daymark Wealth Partners’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
3,729
+28
| +0.8% | +$3.9K | 0.02% | 344 |
|
|
2025
Q1 | $546K | Hold |
3,701
| – | – | 0.02% | 316 |
|
|
2024
Q4 | $461K | Buy |
3,701
+62
| +2% | +$7.72K | 0.02% | 338 |
|
|
2024
Q3 | $532K | Buy |
3,639
+17
| +0.5% | +$2.49K | 0.02% | 326 |
|
|
2024
Q2 | $468K | Sell |
3,622
-165
| -4% | -$21.3K | 0.02% | 330 |
|
|
2024
Q1 | $463K | Hold |
3,787
| – | – | 0.02% | 274 |
|
|
2023
Q4 | $500K | Hold |
3,787
| – | – | 0.03% | 257 |
|
|
2023
Q3 | $469K | Buy |
3,787
+144
| +4% | +$17.8K | 0.03% | 249 |
|
|
2023
Q2 | $520K | Hold |
3,643
| – | – | 0.04% | 232 |
|
|
2023
Q1 | $534K | Buy |
3,643
+5
| +0.1% | +$732 | 0.07% | 180 |
|
|
2022
Q4 | $555K | Buy |
+3,638
| New | +$555K | 0.1% | 141 |
|