Geller Advisors’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
2024
Q4
$297K Buy
2024
Q3
$318K Hold
2024
Q2
$281K Hold
2024
Q1
$266K Sell
2023
Q4
$288K Sell
2023
Q3
$285K Hold
2023
Q2
$329K Buy