Fortis Group 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
2025
Q2
$350K Sell
2025
Q1
$379K Sell
2024
Q4
$323K Buy
2024
Q3
$379K Sell
2024
Q2
$337K Sell
2024
Q1
$331K Sell
2023
Q4
$3.66M Buy
2023
Q3
$3.65M Buy
2023
Q2
$2.05M Sell
2023
Q1
$3.69M Buy
2020
Q3
$12.4M Buy