Dynamic Advisor Solutions’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
Q3 | $279K | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $577K | Buy |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $870K | Buy |
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|
2021
Q4 | $787K | Buy |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $895K | Buy |
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|
2019
Q4 | $286K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $596K | Sell |
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|
2014
Q1 | $548K | Sell |
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|
2013
Q4 | $532K | Buy |
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