Essex Financial Services’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $641K | Buy |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $702K | Buy |
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|
2023
Q1 | $623K | Hold |
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|
2022
Q4 | $648K | Hold |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $571K | Hold |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $700K | Hold |
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|
2021
Q3 | $579K | Buy |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $538K | Buy |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $218K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $211K | Hold |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $200K | Buy |
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|
2015
Q1 | $206K | Buy |
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