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Evermay Wealth Management’s American Water Works AWK Stock Holding History

Evermay Wealth Management’s Portfolio AWK Stock Details AWK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$153K Hold
1,099
– – 0.02% 222
2025
Q1 		$162K Hold
1,099
– – 0.02% 211
2024
Q4 		$137K Hold
1,099
– – 0.02% 226
2024
Q3 		$161K Hold
1,099
– – 0.03% 216
2024
Q2 		$142K Hold
1,099
– – 0.02% 227
2024
Q1 		$134K Sell
1,099
-3
-0.3% -$367 0.02% 241
2023
Q4 		$145K Buy
1,102
+3
+0.3% +$396 0.03% 206
2023
Q3 		$136K Hold
1,099
– – 0.03% 202
2023
Q2 		$157K Hold
1,099
– – 0.03% 201
2023
Q1 		$161K Hold
1,099
– – 0.03% 196
2022
Q4 		$168K Hold
1,099
– – 0.03% 182
2022
Q3 		$143K Hold
1,099
– – 0.03% 188
2022
Q2 		$163K Sell
1,099
-256
-19% -$38K 0.03% 176
2022
Q1 		$224K Sell
1,355
-1,500
-53% -$248K 0.04% 178
2021
Q4 		$539K Hold
2,855
– – 0.1% 89
2021
Q3 		$483K Hold
2,855
– – 0.09% 90
2021
Q2 		$440K Hold
2,855
– – 0.08% 108
2021
Q1 		$428K Hold
2,855
– – 0.09% 105
2020
Q4 		$438K Hold
2,855
– – 0.1% 96
2020
Q3 		$414K Sell
2,855
-34
-1% -$4.93K 0.1% 95
2020
Q2 		$372K Hold
2,889
– – 0.1% 97
2020
Q1 		$345K Hold
2,889
– – 0.1% 93
2019
Q4 		$355K Hold
2,889
– – 0.09% 109
2019
Q3 		$359K Hold
2,889
– – 0.1% 100
2019
Q2 		$335K Sell
2,889
-83
-3% -$9.62K 0.09% 105
2019
Q1 		$310K Sell
2,972
-133
-4% -$13.9K 0.09% 107
2018
Q4 		$282K Hold
3,105
– – 0.09% 108
2018
Q3 		$273K Hold
3,105
– – 0.09% 116
2018
Q2 		$265K Hold
3,105
– – 0.09% 113
2018
Q1 		$255K Sell
3,105
-359
-10% -$29.5K 0.09% 111
2017
Q4 		$317K Hold
3,464
– – 0.12% 96
2017
Q3 		$280K Hold
3,464
– – 0.12% 72
2017
Q2 		$270K Hold
3,464
– – 0.12% 75
2017
Q1 		$269K Hold
3,464
– – 0.12% 76
2016
Q4 		$251K Hold
3,464
– – 0.12% 63
2016
Q3 		$259K Hold
3,464
– – 0.13% 61
2016
Q2 		$293K Hold
3,464
– – 0.15% 53
2016
Q1 		$239K Sell
3,464
-176
-5% -$12.1K 0.13% 65
2015
Q4 		$217K Sell
3,640
-2,233
-38% -$133K 0.13% 73
2015
Q3 		$323K Hold
5,873
– – 0.19% 54
2015
Q2 		$286K Sell
5,873
-100
-2% -$4.87K 0.17% 62
2015
Q1 		$324K Hold
5,973
– – 0.19% 55
2014
Q4 		$318K Sell
5,973
-433
-7% -$23.1K 0.21% 62
2014
Q3 		$309K Sell
6,406
-2
-0% -$96 0.27% 61
2014
Q2 		$317K Buy
+6,408
New +$317K 0.27% 59