Flagship Wealth Advisors’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-100
Closed -$13.1K 354
2025
Q4
$13.1K Buy
100
+91
+1,011% +$12.2K ﹤0.01% 308
2025
Q3
$1.25K Buy
+9
New +$1.27K ﹤0.01% 397
2025
Q1
Sell
-377
Closed -$47K 381
2024
Q4
$47K Buy
+377
New +$50.9K 0.03% 199

Other funds holding AWK

Flagship Wealth Advisors's AWK Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of American Water Works (AWK) in Q1 2026, closing a stake of 100 shares — an estimated $13.1K sold.

Flagship Wealth Advisors first reported a position in AWK in Q4 2024 and held it in 3 quarters. The position peaked at $47K in Q4 2024. 1,140 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining American Water Works position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 100 American Water Works shares in Q1 2026, an estimated $13.1K.
  • Flagship Wealth Advisors first reported a position in American Water Works in Q4 2024 and held it in 3 quarters.
  • Flagship Wealth Advisors's American Water Works position peaked at $47K in Q4 2024.
  • 1,140 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.