GHP Investment Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $85.9K | Sell |
1,895
-118
| -6% | -$5.29K | ﹤0.01% | 473 |
|
|
2025
Q4 | $87.2K | Hold |
2,013
| – | – | ﹤0.01% | 466 |
|
|
2025
Q3 | $92.4K | Hold |
2,013
| – | – | ﹤0.01% | 448 |
|
|
2025
Q2 | $91.6K | Hold |
2,013
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $97.5K | Hold |
2,013
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $91.3K | Hold |
2,013
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $109K | Sell |
2,013
-235
| -10% | -$12.5K | 0.01% | 426 |
|
|
2024
Q2 | $109K | Hold |
2,248
| – | – | 0.01% | 425 |
|
|
2024
Q1 | $104K | Hold |
2,248
| – | – | 0.01% | 428 |
|
|
2023
Q4 | $117K | Hold |
2,248
| – | – | 0.01% | 421 |
|
|
2023
Q3 | $108K | Hold |
2,248
| – | – | 0.01% | 424 |
|
|
2023
Q2 | $119K | Sell |
2,248
-267
| -11% | -$15K | 0.01% | 420 |
|
|
2023
Q1 | $146K | Hold |
2,515
| – | – | 0.01% | 396 |
|
|
2022
Q4 | $153K | Hold |
2,515
| – | – | 0.01% | 390 |
|
|
2022
Q3 | $133K | Hold |
2,515
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $140K | Sell |
2,515
-529
| -17% | -$28.5K | 0.01% | 382 |
|
|
2022
Q1 | $180K | Sell |
3,044
-1,098
| -27% | -$66.2K | 0.01% | 371 |
|
|
2021
Q4 | $298K | Buy |
4,142
+2
| +0% | +$129 | 0.02% | 282 |
|
|
2021
Q3 | $244K | Buy |
4,140
+3
| +0.1% | +$185 | 0.02% | 286 |
|
|
2021
Q2 | $230K | Sell |
4,137
-844
| -17% | -$48.7K | 0.02% | 284 |
|
|
2021
Q1 | $281K | Sell |
4,981
-228
| -4% | -$12.6K | 0.02% | 263 |
|
|
2020
Q4 | $281K | Buy |
5,209
+8
| +0.2% | +$394 | 0.03% | 254 |
|
|
2020
Q3 | $226K | Buy |
5,201
+8
| +0.2% | +$372 | 0.03% | 255 |
|
|
2020
Q2 | $248K | Sell |
5,193
-422
| -8% | -$19.9K | 0.03% | 254 |
|
|
2020
Q1 | $283K | Buy |
5,615
+7
| +0.1% | +$363 | 0.04% | 247 |
|
|
2019
Q4 | $289K | Buy |
5,608
+6
| +0.1% | +$313 | 0.03% | 273 |
|
|
2019
Q3 | $296K | Sell |
5,602
-15
| -0.3% | -$804 | 0.04% | 267 |
|
|
2019
Q2 | $284K | Sell |
5,617
-2
| -0% | -$101 | 0.03% | 277 |
|
|
2019
Q1 | $305K | Sell |
5,619
-75,170
| -93% | -$3.78M | 0.04% | 270 |
|
|
2018
Q4 | $3.85M | Buy |
80,789
+397
| +0.5% | +$17.6K | 0.58% | 54 |
|
|
2018
Q3 | $3.45M | Buy |
80,392
+5,772
| +8% | +$237K | 0.46% | 65 |
|
|
2018
Q2 | $2.91M | Buy |
74,620
+81
| +0.1% | +$3.17K | 0.41% | 76 |
|
|
2018
Q1 | $2.78M | Buy |
74,539
+1,605
| +2% | +$64K | 0.39% | 78 |
|
|
2017
Q4 | $3.31M | Buy |
72,934
+1,226
| +2% | +$52.8K | 0.47% | 62 |
|
|
2017
Q3 | $2.74M | Sell |
71,708
-816
| -1% | -$30.8K | 0.42% | 74 |
|
|
2017
Q2 | $2.67M | Buy |
72,524
+402
| +0.6% | +$14.4K | 0.42% | 71 |
|
|
2017
Q1 | $2.59M | Buy |
72,122
+1,146
| +2% | +$39.7K | 0.44% | 68 |
|
|
2016
Q4 | $2.41M | Buy |
70,976
+683
| +1% | +$22.6K | 0.45% | 67 |
|
|
2016
Q3 | $2.26M | Buy |
70,293
+804
| +1% | +$26K | 0.46% | 63 |
|
|
2016
Q2 | $2.43M | Buy |
69,489
+2,181
| +3% | +$64K | 0.52% | 47 |
|
|
2016
Q1 | $1.8M | Buy |
67,308
+5,255
| +8% | +$131K | 0.41% | 71 |
|
|
2015
Q4 | $1.44M | Buy |
62,053
+5,446
| +10% | +$124K | 0.35% | 81 |
|
|
2015
Q3 | $1.25M | Buy |
56,607
+6,109
| +12% | +$134K | 0.32% | 91 |
|
|
2015
Q2 | $1.15M | Buy |
50,498
+10,085
| +25% | +$242K | 0.28% | 102 |
|
|
2015
Q1 | $991K | Buy |
40,413
+2,336
| +6% | +$57.8K | 0.26% | 109 |
|
|
2014
Q4 | $937K | Buy |
38,077
+2,845
| +8% | +$69.7K | 0.26% | 109 |
|
|
2014
Q3 | $791K | Buy |
35,232
+797
| +2% | +$18.8K | 0.23% | 115 |
|
|
2014
Q2 | $833K | Buy |
34,435
+3,026
| +10% | +$68.2K | 0.25% | 110 |
|
|
2014
Q1 | $752K | Buy |
31,409
+2,883
| +10% | +$66.3K | 0.24% | 111 |
|
|
2013
Q4 | $658K | Buy |
28,526
+860
| +3% | +$18.7K | 0.22% | 122 |
|
|
2013
Q3 | $562K | Buy |
27,666
+999
| +4% | +$20.6K | 0.2% | 124 |
|
|
2013
Q2 | $520K | Buy |
+26,667
| New | +$529K | 0.21% | 123 |
|
Other funds holding CWT
VPM
VCM
NI
