Fortune Financial 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 | $219K | Buy |
1,573
+87
| +6% | +$12.1K | 0.18% | 91 |
|
|
2025
Q1 | $219K | Buy |
+1,486
| New | +$219K | 0.19% | 89 |
|
|
2024
Q3 | – | Sell |
-2,021
| Closed | -$261K | – | 93 |
|
|
2024
Q2 | $261K | Buy |
2,021
+215
| +12% | +$27.8K | 0.16% | 117 |
|
|
2024
Q1 | $221K | Buy |
1,806
+9
| +0.5% | +$1.1K | 0.14% | 124 |
|
|
2023
Q4 | $237K | Buy |
1,797
+8
| +0.4% | +$1.06K | 0.17% | 114 |
|
|
2023
Q3 | $222K | Buy |
1,789
+7
| +0.4% | +$867 | 0.17% | 110 |
|
|
2023
Q2 | $254K | Buy |
+1,782
| New | +$254K | 0.19% | 107 |
|