EA
Everpar Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
2,172
+152
| +8% | +$21.1K | 0.14% | 200 |
|
|
2025
Q1 | $298K | Sell |
2,020
-69
| -3% | -$10.2K | 0.16% | 184 |
|
|
2024
Q4 | $260K | Sell |
2,089
-143
| -6% | -$17.8K | 0.13% | 214 |
|
|
2024
Q3 | $326K | Sell |
2,232
-1,020
| -31% | -$149K | 0.17% | 177 |
|
|
2024
Q2 | $420K | Buy |
+3,252
| New | +$420K | 0.21% | 152 |
|