Farther Finance Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
3,393
+1,067
| +46% | +$148K | 0.01% | 925 |
|
|
2025
Q1 | $342K | Buy |
2,326
+724
| +45% | +$106K | 0.01% | 973 |
|
|
2024
Q4 | $199K | Buy |
1,602
+79
| +5% | +$9.83K | 0.01% | 988 |
|
|
2024
Q3 | $223K | Buy |
1,523
+446
| +41% | +$65.2K | 0.01% | 948 |
|
|
2024
Q2 | $138K | Sell |
1,077
-547
| -34% | -$69.9K | 0.01% | 999 |
|
|
2024
Q1 | $195K | Sell |
1,624
-492
| -23% | -$59.2K | 0.01% | 693 |
|
|
2023
Q4 | $279K | Buy |
2,116
+1,480
| +233% | +$195K | 0.02% | 472 |
|
|
2023
Q3 | $78.7K | Sell |
636
-26
| -4% | -$3.22K | 0.01% | 637 |
|
|
2023
Q2 | $94.6K | Buy |
662
+50
| +8% | +$7.14K | 0.02% | 482 |
|
|
2023
Q1 | $89.7K | Buy |
612
+22
| +4% | +$3.22K | 0.03% | 427 |
|
|
2022
Q4 | $89.9K | Buy |
+590
| New | +$89.9K | 0.03% | 345 |
|