FAN
Financial Advisors Network’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
5,636
+352
| +7% | +$27K | 0.07% | 118 |
|
|
2025
Q1 | $416K | Hold |
5,284
| – | – | 0.07% | 111 |
|
|
2024
Q4 | $411K | Buy |
+5,284
| New | +$411K | 0.07% | 120 |
|
|
2023
Q4 | $425K | Sell |
5,284
-438
| -8% | -$35.2K | 0.09% | 100 |
|
|
2023
Q3 | $450K | Buy |
+5,722
| New | +$450K | 0.1% | 87 |
|
|
2022
Q4 | $530K | Sell |
5,722
-360
| -6% | -$33.3K | 0.14% | 61 |
|
|
2022
Q3 | $474K | Hold |
6,082
| – | – | 0.14% | 61 |
|
|
2022
Q2 | $496K | Hold |
6,082
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $541K | Hold |
6,082
| – | – | 0.13% | 60 |
|
|
2021
Q4 | $629K | Hold |
6,082
| – | – | 0.14% | 69 |
|
|
2021
Q3 | $563K | Hold |
6,082
| – | – | 0.13% | 78 |
|
|
2021
Q2 | $484K | Hold |
6,082
| – | – | 0.14% | 71 |
|
|
2021
Q1 | $460K | Hold |
6,082
| – | – | 0.15% | 74 |
|
|
2020
Q4 | $484K | Hold |
6,082
| – | – | 0.17% | 68 |
|
|
2020
Q3 | $456K | Hold |
6,082
| – | – | 0.18% | 66 |
|
|
2020
Q2 | $478K | Hold |
6,082
| – | – | 0.19% | 66 |
|
|
2020
Q1 | $497K | Hold |
6,082
| – | – | 0.24% | 60 |
|
|
2019
Q4 | $527K | Hold |
6,082
| – | – | 0.24% | 68 |
|
|
2019
Q3 | $547K | Hold |
6,082
| – | – | 0.28% | 64 |
|
|
2019
Q2 | $489K | Buy |
+6,082
| New | +$489K | 0.26% | 68 |
|