GeoWealth Management’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$1.55K	–	1114
2024 Q4	$1.55K	Sell	20 -11	-35%	-$855	﹤0.01%	1672
2024 Q3	$2.58K	Buy	+31	New	+$2.58K	﹤0.01%	1538