EverSource Wealth Advisors’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Sell	1,662 -25	-1%	-$1.84K	﹤0.01%	1294
2025 Q4	$122K	Buy	1,687 +107	+7%	+$7.88K	﹤0.01%	1208
2025 Q3	$116K	Buy	1,580 +859	+119%	+$63.9K	﹤0.01%	1200
2025 Q2	$55.3K	Buy	721 +556	+337%	+$43.6K	﹤0.01%	1552
2025 Q1	$13K	Buy	165 +59	+56%	+$4.45K	﹤0.01%	1961
2024 Q4	$8.24K	Buy	106 +55	+108%	+$4.58K	﹤0.01%	2102
2024 Q3	$4.25K	Hold	51	–	–	﹤0.01%	2287
2024 Q2	$4.21K	Buy	51 +36	+240%	+$2.6K	﹤0.01%	2278
2024 Q1	$1.06K	Sell	15 -49	-77%	-$3.65K	﹤0.01%	2557
2023 Q4	$5.15K	Sell	64 -1,000	-94%	-$80K	﹤0.01%	1847
2023 Q3	$83.7K	Buy	1,064 +4	+0.4%	+$341	0.01%	635
2023 Q2	$92.2K	Sell	1,060 -114	-10%	-$10.2K	0.01%	612
2023 Q1	$104K	Sell	1,174 -51	-4%	-$4.66K	0.01%	534
2022 Q4	$113K	Buy	1,225 +9	+0.7%	+$820	0.02%	468
2022 Q3	$94K	Buy	1,216 +106	+10%	+$9K	0.02%	442
2022 Q2	$91K	Buy	1,110 +968	+682%	+$77.8K	0.02%	395
2022 Q1	$13K	Hold	142	–	–	﹤0.01%	868
2021 Q4	$14K	Buy	+142	New	+$13.4K	﹤0.01%	815