Franklin Resources’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
24,667
-1,601
| -6% | -$72.8K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $1.27M | Sell |
26,268
-34,543
| -57% | -$1.67M | ﹤0.01% | 1846 |
|
|
2024
Q4 | $2.76M | Buy |
60,811
+2,553
| +4% | +$116K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $3.1M | Buy |
58,258
+31,412
| +117% | +$1.67M | ﹤0.01% | 1560 |
|
|
2024
Q2 | $1.3M | Buy |
26,846
+4,086
| +18% | +$198K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $1.06M | Buy |
22,760
+9,479
| +71% | +$441K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $689K | Buy |
13,281
+414
| +3% | +$21.5K | ﹤0.01% | 1792 |
|
|
2023
Q3 | $609K | Sell |
12,867
-7,309
| -36% | -$346K | ﹤0.01% | 1815 |
|
|
2023
Q2 | $1.04M | Buy |
20,176
+15,864
| +368% | +$819K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $251K | Sell |
4,312
-423
| -9% | -$24.6K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $287K | Buy |
+4,735
| New | +$287K | ﹤0.01% | 1879 |
|
|
2022
Q1 | – | Sell |
-3,114
| Closed | -$224K | – | 2457 |
|
|
2021
Q4 | $224K | Buy |
+3,114
| New | +$224K | ﹤0.01% | 2191 |
|