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

Evermay Wealth Management’s Portfolio AWK Stock Details AWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$153K	Hold
2025 Q1	$162K	Hold
2024 Q4	$137K	Hold
2024 Q3	$161K	Hold
2024 Q2	$142K	Hold
2024 Q1	$134K	Sell
2023 Q4	$145K	Buy
2023 Q3	$136K	Hold
2023 Q2	$157K	Hold
2023 Q1	$161K	Hold
2022 Q4	$168K	Hold
2022 Q3	$143K	Hold
2022 Q2	$163K	Sell
2022 Q1	$224K	Sell
2021 Q4	$539K	Hold
2021 Q3	$483K	Hold
2021 Q2	$440K	Hold
2021 Q1	$428K	Hold
2020 Q4	$438K	Hold
2020 Q3	$414K	Sell
2020 Q2	$372K	Hold
2020 Q1	$345K	Hold
2019 Q4	$355K	Hold
2019 Q3	$359K	Hold
2019 Q2	$335K	Sell
2019 Q1	$310K	Sell
2018 Q4	$282K	Hold
2018 Q3	$273K	Hold
2018 Q2	$265K	Hold
2018 Q1	$255K	Sell
2017 Q4	$317K	Hold
2017 Q3	$280K	Hold
2017 Q2	$270K	Hold
2017 Q1	$269K	Hold
2016 Q4	$251K	Hold
2016 Q3	$259K	Hold
2016 Q2	$293K	Hold
2016 Q1	$239K	Sell
2015 Q4	$217K	Sell
2015 Q3	$323K	Hold
2015 Q2	$286K	Sell
2015 Q1	$324K	Hold
2014 Q4	$318K	Sell
2014 Q3	$309K	Sell
2014 Q2	$317K	Buy