Forvis Mazars Wealth Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Hold |
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|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $332K | Buy |
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