GeoWealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
3,811
-215
| -5% | -$29.9K | 0.02% | 391 |
|
|
2025
Q1 | $594K | Buy |
4,026
+709
| +21% | +$105K | 0.02% | 386 |
|
|
2024
Q4 | $413K | Buy |
3,317
+1,282
| +63% | +$160K | 0.01% | 519 |
|
|
2024
Q3 | $298K | Buy |
2,035
+441
| +28% | +$64.5K | 0.01% | 607 |
|
|
2024
Q2 | $206K | Buy |
+1,594
| New | +$206K | 0.01% | 677 |
|