EP Wealth Advisors’s American Water Works AWK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Buy	+1,784	New	+$248K	﹤0.01%	1126
2025 Q1	–	Sell	-1,841	Closed	-$229K	–	1291
2024 Q4	$229K	Sell	1,841 -39	-2%	-$4.86K	﹤0.01%	1007
2024 Q3	$275K	Buy	+1,880	New	+$275K	﹤0.01%	891