GWM
Gitterman Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
3,356
-597
| -15% | -$83K | 0.11% | 50 |
|
|
2025
Q1 | $583K | Buy |
3,953
+156
| +4% | +$23K | 0.15% | 35 |
|
|
2024
Q4 | $473K | Buy |
3,797
+332
| +10% | +$41.3K | 0.2% | 41 |
|
|
2024
Q3 | $507K | Sell |
3,465
-22
| -0.6% | -$3.22K | 0.21% | 28 |
|
|
2024
Q2 | $450K | Sell |
3,487
-238
| -6% | -$30.7K | 0.17% | 33 |
|
|
2024
Q1 | $455K | Buy |
3,725
+1,106
| +42% | +$135K | 0.18% | 33 |
|
|
2023
Q4 | $346K | Buy |
2,619
+575
| +28% | +$75.9K | 0.15% | 42 |
|
|
2023
Q3 | $253K | Buy |
2,044
+75
| +4% | +$9.28K | 0.12% | 48 |
|
|
2023
Q2 | $281K | Buy |
1,969
+201
| +11% | +$28.7K | 0.13% | 44 |
|
|
2023
Q1 | $259K | Buy |
1,768
+434
| +33% | +$63.6K | 0.12% | 49 |
|
|
2022
Q4 | $203K | Buy |
+1,334
| New | +$203K | 0.1% | 69 |
|
|
2021
Q2 | – | Sell |
-1,709
| Closed | -$256K | – | 78 |
|
|
2021
Q1 | $256K | Buy |
+1,709
| New | +$256K | 0.17% | 50 |
|