Great Valley Advisor Group’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $558K | Sell |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $578K | Sell |
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|
2024
Q1 | $549K | Hold |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $641K | Buy |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $740K | Hold |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $608K | Hold |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $651K | Buy |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $546K | Buy |
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|
2020
Q1 | $413K | Hold |
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|
2019
Q4 | $424K | Buy |
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|
2019
Q3 | $428K | Buy |
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|
2019
Q2 | $400K | Buy |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $281K | Buy |
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