EverSource Wealth Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,683
+1,126
| +202% | +$157K | 0.01% | 799 |
|
|
2025
Q1 | $82.2K | Buy |
557
+264
| +90% | +$38.9K | ﹤0.01% | 989 |
|
|
2024
Q4 | $36.5K | Buy |
293
+103
| +54% | +$12.8K | ﹤0.01% | 1332 |
|
|
2024
Q3 | $27.8K | Buy |
190
+56
| +42% | +$8.19K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $19.1K | Buy |
134
+3
| +2% | +$427 | ﹤0.01% | 1525 |
|
|
2024
Q1 | $16K | Sell |
131
-48
| -27% | -$5.87K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $23.6K | Hold |
179
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q3 | $22.2K | Sell |
179
-63
| -26% | -$7.8K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $34.5K | Sell |
242
-2
| -0.8% | -$286 | ﹤0.01% | 972 |
|
|
2023
Q1 | $35.7K | Buy |
244
+10
| +4% | +$1.47K | ﹤0.01% | 900 |
|
|
2022
Q4 | $35.7K | Buy |
234
+175
| +297% | +$26.7K | 0.01% | 886 |
|
|
2022
Q3 | $8K | Sell |
59
-1
| -2% | -$136 | ﹤0.01% | 1184 |
|
|
2022
Q2 | $8K | Sell |
60
-45
| -43% | -$6K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $17K | Buy |
105
+37
| +54% | +$5.99K | ﹤0.01% | 758 |
|
|
2021
Q4 | $13K | Buy |
+68
| New | +$13K | ﹤0.01% | 839 |
|