Focus Partners Wealth
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Focus Partners Wealth’s American States Water AWR Stock Holding History

Focus Partners Wealth’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$485K Buy
6,325
+728
+13% +$55.8K ﹤0.01% 1447
2025
Q1 		$440K Sell
5,597
-257
-4% -$20.2K ﹤0.01% 1388
2024
Q4 		$455K Buy
5,854
+1,653
+39% +$128K ﹤0.01% 1361
2024
Q3 		$350K Buy
+4,201
New +$350K ﹤0.01% 1261