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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.6K | Hold |
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|
2025
Q1 | $97.5K | Hold |
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|
2024
Q4 | $91.3K | Hold |
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|
2024
Q3 | $109K | Sell |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $119K | Sell |
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|
2023
Q1 | $146K | Hold |
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|
2022
Q4 | $153K | Hold |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $180K | Sell |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $3.85M | Buy |
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|
2018
Q3 | $3.45M | Buy |
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|
2018
Q2 | $2.91M | Buy |
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|
2018
Q1 | $2.78M | Buy |
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|
2017
Q4 | $3.31M | Buy |
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|
2017
Q3 | $2.74M | Sell |
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|
2017
Q2 | $2.67M | Buy |
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|
2017
Q1 | $2.59M | Buy |
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|
2016
Q4 | $2.41M | Buy |
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|
2016
Q3 | $2.26M | Buy |
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|
2016
Q2 | $2.43M | Buy |
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|
2016
Q1 | $1.8M | Buy |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1.15M | Buy |
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|
2015
Q1 | $991K | Buy |
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|
2014
Q4 | $937K | Buy |
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|
2014
Q3 | $791K | Buy |
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|
2014
Q2 | $833K | Buy |
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|
2014
Q1 | $752K | Buy |
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|
2013
Q4 | $658K | Buy |
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|
2013
Q3 | $562K | Buy |
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|
2013
Q2 | $520K | Buy |
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