GA
Geller Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
2,387
+211
| +10% | +$26.3K | 0.02% | 200 |
|
|
2024
Q3 | $318K | Hold |
2,176
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $281K | Hold |
2,176
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $266K | Sell |
2,176
-9
| -0.4% | -$1.1K | 0.02% | 223 |
|
|
2023
Q4 | $288K | Sell |
2,185
-118
| -5% | -$15.6K | 0.03% | 205 |
|
|
2023
Q3 | $285K | Hold |
2,303
| – | – | 0.03% | 195 |
|
|
2023
Q2 | $329K | Buy |
+2,303
| New | +$329K | 0.04% | 171 |
|