Forza Wealth Management’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
Q3 | $507K | Sell |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $707K | Hold |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.38M | Hold |
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|
2023
Q1 | $1.41M | Buy |
|