Everhart Financial Group’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 | $460K | Buy |
3,310
+840
| +34% | +$117K | 0.05% | 233 |
|
|
2025
Q1 | $364K | Buy |
2,470
+326
| +15% | +$48.1K | 0.05% | 257 |
|
|
2024
Q4 | $267K | Sell |
2,144
-509
| -19% | -$63.4K | 0.05% | 268 |
|
|
2024
Q3 | $388K | Buy |
2,653
+797
| +43% | +$117K | 0.09% | 224 |
|
|
2024
Q2 | $240K | Buy |
+1,856
| New | +$240K | 0.06% | 261 |
|
|
2023
Q4 | – | Sell |
-2,260
| Closed | -$280K | – | 241 |
|
|
2023
Q3 | $280K | Sell |
2,260
-42
| -2% | -$5.2K | 0.12% | 161 |
|
|
2023
Q2 | $329K | Buy |
2,302
+285
| +14% | +$40.7K | 0.14% | 147 |
|
|
2023
Q1 | $295K | Sell |
2,017
-378
| -16% | -$55.4K | 0.13% | 139 |
|
|
2022
Q4 | $365K | Buy |
+2,395
| New | +$365K | 0.18% | 102 |
|