FMWA
Forvis Mazars Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
4,076
| – | – | 0.01% | 347 |
|
|
2025
Q1 | $321K | Hold |
4,076
| – | – | 0.01% | 340 |
|
|
2024
Q4 | $317K | Sell |
4,076
-100
| -2% | -$7.77K | 0.01% | 370 |
|
|
2024
Q3 | $348K | Buy |
4,176
+100
| +2% | +$8.33K | 0.01% | 362 |
|
|
2024
Q2 | $296K | Hold |
4,076
| – | – | 0.01% | 353 |
|
|
2024
Q1 | $294K | Hold |
4,076
| – | – | 0.01% | 349 |
|
|
2023
Q4 | $328K | Hold |
4,076
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $321K | Buy |
4,076
+1
| +0% | +$79 | 0.01% | 321 |
|
|
2023
Q2 | $355K | Hold |
4,075
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $362K | Hold |
4,075
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $377K | Hold |
4,075
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $318K | Sell |
4,075
-1
| -0% | -$78 | 0.01% | 311 |
|
|
2022
Q2 | $332K | Buy |
+4,076
| New | +$332K | 0.01% | 305 |
|