Evercore 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 | $587K | Hold |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $535K | Hold |
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|
2024
Q3 | $629K | Hold |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $532K | Hold |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $679K | Hold |
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|
2022
Q1 | $755K | Buy |
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|
2021
Q4 | $853K | Hold |
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|
2021
Q3 | $763K | Sell |
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|
2021
Q2 | $927K | Hold |
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|
2021
Q1 | $902K | Sell |
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|
2020
Q4 | $1.18M | Hold |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $966K | Sell |
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|
2020
Q1 | $903K | Hold |
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|
2019
Q4 | $928K | Sell |
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|
2019
Q3 | $939K | Sell |
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|
2019
Q2 | $883K | Hold |
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|
2019
Q1 | $794K | Buy |
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|
2018
Q4 | $654K | Sell |
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|
2018
Q3 | $636K | Buy |
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|
2018
Q2 | $615K | Buy |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $229K | Hold |
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|
2017
Q3 | $202K | Hold |
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|
2017
Q2 | $195K | Buy |
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|
2017
Q1 | $180K | Sell |
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|
2016
Q4 | $337K | Buy |
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|
2016
Q3 | $254K | Hold |
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|
2016
Q2 | $287K | Hold |
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|
2016
Q1 | $234K | Hold |
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|
2015
Q4 | $203K | Buy |
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|
2015
Q3 | $105K | Hold |
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|
2015
Q2 | $92K | Sell |
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|
2015
Q1 | $130K | Buy |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $19K | Hold |
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|
2014
Q2 | $20K | Sell |
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|
2014
Q1 | $24K | Hold |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $22K | Buy |
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