Empirical Wealth Management’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 | $301K | Sell |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $443K | Buy |
|
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $240K | Hold |
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|
2019
Q2 | $224K | Buy |
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